Forecast

Below you will find an archive of the Economic & Strategic Research Group's weekly snapshot of current macroeconomic and housing data.

Economic & Housing Weekly Note Archive

2017 (All files are PDF)  

October

10/13 Weekly Note  
  • Economics: Headline Retail Sales and Inflation Jump
  • Housing: Demand for Construction Workers Rises to Expansion High
10/06 Weekly Note  
  • Economics: Hurricanes Disrupt Jobs Report
  • Housing: Home Prices Surpass 2006 Peak

September

09/29 Weekly Note  
  • Economics: Hurricanes Weigh on Third Quarter Activity
  • Housing: Home Sales Sputter
09/22 Weekly Note  
  • Economics: Let the Balance Sheet Reduction Begin!
  • Housing: Net Worth Rises, Starts and Existing Sales Falter
09/15 Weekly Note  
  • Economics: Hurricane Effects Begin to Appear in the Data
  • Housing: Good News for Construction Workers and Mortgage Demand
09/08 Weekly Note  
  • Economics: Business Capital Investment Expected to Help Drive Growth Again
  • Housing: Affordability Continues to Deteriorate for Starter Homes
09/01 Weekly Note  
  • Economics: A Hiccup for the Labor Market
  • Housing: Lackluster Home Sales Expected This Quarter

August

08/25 Weekly Note  
  • Economics: Rosier Outlook for Business Capital Spending
  • Housing: Sales Stumble as Loan Performance Improves
08/18 Weekly Note  
  • Economics: Don't Bet Against Consumers
  • Housing: Home Building Remains Lackluster
08/11 Weekly Note  
  • Economics: Consumer Caution; Job Openings Galore
  • Housing: The Search for Construction Workers Continues
08/04 Weekly Note  
  • Economics: Lackluster Spending amid Solid Job Market
  • Housing: Not Quite Smooth Sailing for Sales Outlook

July

07/28 Weekly Note  
  • Economics: Growth Rebounds Close to Expectation
  • Housing: The Saga of Low Supply and High Demand
07/21 Weekly Note  
  • Economics: Continued Growth Is Expected
  • Housing: Construction Shifts to a Higher Gear
07/14 Weekly Note  
  • Economics: Caution Is Growing Among Consumers
  • Housing: Construction Labor Market Cools
07/07 Weekly Note  
  • Economics: Job Gains Accelerate, But Wage Growth Lags
  • Housing: Construction Spending Stumbles

June

06/30 Weekly Note  
  • Economics: The Search for a Pick Up in Growth Continues
  • Housing: Deteriorating Affordability Restrains Sales
06/23 Weekly Note  
  • Economics: Growth Is Poised to Strengthen in Q2
  • Housing: Home Sales Rebound, But Supply Issue Lingers
06/16 Weekly Note  
  • Economics: Fed Stays the Monetary Normalization Course
  • Housing: Home Building Wobbles
06/09 Weekly Note  
  • Economics: Now Hiring – Qualified Workers Please Apply
  • Housing: Robust Home Price Gains Boost Wealth
06/02 Weekly Note  
  • Economics: Labor Market Shows Signs of Slowing
  • Housing: Losing Steam after a Solid First Quarter

May

05/26 Weekly Note  
  • Economics: For the Fed, Does "Soon" Rhyme with "June"?
  • Housing: April Home Sales Cool from Hot March
05/19 Weekly Note  
  • Economics: Growth Poised to Pick Up as Expected
  • Housing: Mortgage Performance Improves; Starts Fall
05/12 Weekly Note  
  • Economics: Consumers Reopen Their Wallets
  • Housing: Lending Standards Ease Slightly
05/05 Weekly Note  
  • Economics: Getting Back to Work
  • Housing: Improvement Should Continue This Quarter

April

04/28 Weekly Note  
  • Economics: Economic Growth Fails to Clear the Low Bar
  • Housing: Struggling to Keep Pace with Rising Demand
04/21 Weekly Note  
  • Economics: Weather Boosts Headline Industrial Output
  • Housing: A Step Forward for Sales, a Step Back for Starts
04/14 Weekly Note  
  • Economics: Soft Retail Sales; More Upbeat Consumers
  • Housing: Opportunity Abounds for Construction Workers
04/07 Weekly Note  
  • Economics: A Late Case of the Winter Blues for Jobs
  • Housing: Positive Spring Sales Outlook amid Robust Price Appreciation

March

03/31 Weekly Note  
  • Economics: Fickle Consumers and Rising Inflation
  • Housing: Near-term Outlook for Home Sales Brightens
03/24 Weekly Note  
  • Economics: Manufacturing Sector Trudges Forward
  • Housing: Home Sales Perform Unevenly in Early 2017
03/17 Weekly Note  
  • Economics: Projected Rate Hike Pace Remains Gradual
  • Housing: Construction Tracks Well for the First Quarter
03/10 Weekly Note  
  • Economics: JOBS!
  • Housing: Strong Home Price Gains Drive Wealth Higher
03/03 Weekly Note  
  • Economics: March Rate Hike Appears Likely
  • Housing: Home Sales Face Ongoing Headwinds

February

02/24 Weekly Note  
  • Economics: Fed Minutes Met with Muted Response
  • Housing: Home Sales Bounce Back
02/17 Weekly Note  
  • Economics: Consumer Spending Should Remain Solid
  • Housing: Builders’ Confidence & Mortgage Demand Slip
02/10 Weekly Note  
  • Economics: Consumer Expectations Turn Less Rosy
  • Housing: Mortgage Demand Cools amid Continued Easing Lending Standards
02/03 Weekly Note  
  • Economics: Job Market Is Off to a Running Start in 2017
  • Housing: Gradual Expansion Amid Robust Price Gains

January

01/27 Weekly Note  
  • Economics: The Expansion Plods Along
  • Housing: Sales Stumble into an Expansion Best in 2016
01/20 Weekly Note  
  • Economics: Inflation and Industry Show Signs of Life
  • Housing: Single-Family Building Keeps Grinding Forward
01/13 Weekly Note  
  • Economics: Small Businesses Are Excited for 2017
  • Housing: Construction Workers Have a Pep in Their Step
01/06 Weekly Note  
  • Economics: Labor Market Caps a Solid Year
  • Housing: Construction Spending Turns a Corner