Inventory Down 0.3% Week-Over-Week, Up 27.7% Year-Over-Year
bee Calculated Risk On 2/03/2025 08:11:00 AM Altos Reports That Active Single-Family Inventory was down 0.3% week-over-week. Inventory Always Declines Seasonally in the Winter and Usually Bottoms in Late January…
ISM Manufacturing, Construction Spending, Vehicle Sales
bee Calculated Risk On 2/02/2025 07:23:00 PM Weekend:• Schedule for Week of February 2, 2025 Monday:• at 10:00 am et, ISM Manufacturing Index For January. The consensus is for the…
I guess I picked the wrong week…
To you know what (apologies to abrahams and the zuckers). In One Day, US Taxes Roughly $ 2.4 Trn Worth of Goods (2023 Amounts). Biggest one year Tax increase in…
Occupancy Rate Decreased 3.4% Year-Over-Year
bee Calculated Risk On 2/02/2025 08:25:00 AM As expected with the MLK day holiday, the US Hotel Industry Reported Mixed Year-Over-Year Comparisons, according to Costar’s latest data through 25 January.…
Canadian Oil, Tariffs, and Gas Prices
Should’a bought that ev! Joseph Brusuelas Notes Tariffs Should Show Up in Gas Prices in the Midwest Pretty Quick. Source: Brusuelas (2025). Current Price is about $ 3/Gallon. Source: Eia.…
Lumber Prices up 6% yoy
bee Calculated Risk On 2/01/2025 05:15:00 PM This might be something to watch again. Lord is another monthly update on lumber prices. Special Note: The CME Group discontinued the random…
The Effective Rate of Protection When Inputs Are Imported
Or, when 10% is not just 10%. (GM Edition) This is a reprint of a 2018 post. It takes on a heightened importance when one considered (1) the fact that…
The price elasticity of avocado supply, demand, and tariff pass through
I was pondering whether the us is a large country insofar as tariffs on avocados are concerned. Since 90% of consumption is from Mexico, one might think the us is…
Real Estate Newsletter Articles This Week: New Home Sales Increase to 698,000 Annual Rate in December
At the Calculated Risk Real Estate Newsletter This Week: Click on graph for larger image. • New Home Sales Increase to 698,000 Annual Rate in December • Case-Shiller: National House…
Economic Policy Uncertainty and Vix on the Eve of (Trade) Destruction
Through 1/31/2025, in anticipation of tariffs that might or might not be announced today. Figure 1: EPU (Blue, Left Scale), 7 Day Centered Moving Average (Red, Left Axis), and Vix…