Single Family Serious Delinquency Rates increased in January; Fannie Mae Multi-Family Delinquency Rate Highest Since 2011 (Ex-Pandemic)
bee Calculated Risk On 3/04/2025 09:38:00 AM Today, in the calculated Risk Real Estate Newsletter: Fannie and Freddie: Single Family Serious Delinquency Rates increased in January ExcerPT: Freddie Mac reported…
The Inversion Continues | Econbrowser
While vix is elevated: Figure 1: 10yr-3mo Treasury Spread (Blue, Left Scale), 10yr-2yr Treasury Spread (Red, Left Scale), Both in %; Vix at Close (Green, Right Scale). Source: Treasury, CBoe…
Vehicles Sales Increase to 16.00 Million Saar in February
bee Calculated Risk On 3/03/2025 06:18:00 PM Wards auto released their estimate of light vehicle sales for January: Despite affordability headwind, US Light-Vehicle Sales Rise 3.4% in February (Pay Site).…
Calculated Risk: Tuesday: Tariffs!
bee Calculated Risk On 3/03/2025 07:41:00 PM From Matthew Graham at Mortgage News Daily: Mortgage Rates Roughly Unchanged Over the Weekend Mortgage rates faced a very small threat of a…
Have nowcasts and forecasts ever dropped so quickly when not about to go into a recession?
Asking for a friend. From Atlanta Fed Today: Now, as has been pointed out, some of this drop as or February 28 was driven by the mechanical inclusion of the…
Policy uncertainty
High Frequency Through 3/2: Figure 1: Economic Policy Uncertainty (Blue), and 7 Day Centered Moving Average (Red). Source: policyuncertainty.com.
NOWCASTED CONSUMPTION FALLS TO STALL SPEED
A week ago, Atlanta Fed's nowcast of consumption was 2.2% q/q annualized; Now it's zero. Figure 1: Nonresidential Equipment Investment (Blue, Left Scale), Consumption (Brown, Right Scale), Both in Bn.ch.2017…
ISM® Manufacturing Index decreased to 50.3% in February
bee Calculated Risk On 3/03/2025 10:00 AM AM (Posted with permission). The ISM Manufacturing Index Indicated Expansion. The PMI® was at 50.3% in February, Down from 50.9% in January. The…
Calculated Risk: A comment on gdpnow
bee Calculated Risk On 3/03/2025 01:59:00 PM On Friday, I Noted: Q1 GDP Tracking: Wide Range, Gdpnow Goes Negative Gdpnow from the Atlanta Fed Went Strongly Negative in the Most…