Economic & Housing Weekly Note Archive

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

Weekly Note Archive

2019

December

12/06 Weekly Note

Job Growth Smashes Expectations

November

11/27 Weekly Note

Third Quarter Real GDP Growth Revised Higher

11/22 Weekly Note

Housing Activity is Positive to Start the Fourth Quarter

11/15 Weekly Note

Retail Sales Rise Consistent with Strong, but Slowing, Consumer Spending

11/08 Weekly Note

The Service Sector Remains Healthy as Productivity Falls

11/01 Weekly Note

Economic Growth and the Labor Market Continue to Steam Ahead

October

10/25 Weekly Note  
  • Economics: Equipment Spending Likely to Take a Hit in Q3
  • Housing: Home Sales Rise in the Third Quarter
10/18 Weekly Note  
  • Economics: Retail Sales Fall as Consumption Slows
  • Housing: Despite a Drop in September, Home Building Improves in the Third Quarter
10/11 Weekly Note  
  • Economics: FOMC Leaves the Door Open for Further Cuts
  • Housing: Construction Hires Rise, Mortgage Rates Fall
10/04 Weekly Note  
  • Economics: Payroll Gains Slow, Manufacturing Stumbles
  • Housing: Single-Family Construction Spending Rises

September

09/27 Weekly Note  
  • Economics: Consumer Spending Likely to Slow in Q3
  • Housing: New Home Sales Jump
09/20 Weekly Note  
  • Economics: Fed Cuts Rates Amid Dissent and Contention
  • Housing: Residential Investment Ready for a Rebound
09/13 Weekly Note  
  • Economics: Consumers Continue to Spend
  • Housing: Construction Hiring Constricts
09/06 Weekly Note  
  • Economics: Though Still Healthy, Labor Market is Slowing
  • Housing: Sliver of Hope for Residential Investment?

August

08/30 Weekly Note  
  • Economics: Sliding Sentiment Threatens Strong Spending
  • Housing: Steep Drop in Pending Sales Could Portend Lower Q3 Existing Sales
08/23 Weekly Note  
  • Economics: Fed Minutes Minutiae Support Further Cuts
  • Housing: Existing Home Sales Rise, New Home Sales Fall
08/16 Weekly Note  
  • Economics: Retail Sales and Productivity Continue to Rise
  • Housing: Housing Starts Fall, Mortgage Delinquencies Rise
08/09 Weekly Note  
  • Economics: Service Sector Activity Slows
  • Housing: Mortgage Demand Jumps to Seven-Year High
08/02 Weekly Note  
  • Economics: Markets Rocked by a Surprisingly Hawkish Fed
  • Housing: Pending Home Sales Continue to Impress

July

07/26 Weekly Note  
  • Economics: Consumer Spending Surges, Investment Sags
  • Housing: Home Sales Mixed Despite Low Mortgage Rates
07/19 Weekly Note  
  • Economics: Consumer Spending Poised to Triple in Q2
  • Housing: Builders Reserve Judgment as Construction Improves
07/12 Weekly Note  
  • Economics: Fed, Data Support Prediction of July Rate Cut
  • Housing: Construction Job Openings and Hires Fall
07/03 Weekly Note  
  • Economics: Trade Deficit Widens and Manufacturing Continues to Weaken
  • Housing: House Price Growth Accelerates as Residential Construction Spending Continues to Fall

June

06/28 Weekly Note  
  • Economics: Consumer Spending Appears Ready for a Pickup, but Inflation Remains Stagnant
  • Housing: Pending Home Sales Rise, New Sales Fall
06/21 Weekly Note  
  • Economics: The Fed Loses Its “Patience”
  • Housing: Home Building Softens, While Sales Tick Up
06/14 Weekly Note  
  • Economics: Consumer Spending Gets a Boost from Backto-Back Gains in Retail Sales
  • Housing: Mortgage Applications Surge
06/07 Weekly Note  
  • Economics: Job Growth Disappoints
  • Housing: Construction Spending Falls as Home Prices Rise

May

05/31 Weekly Note  
  • Economics: Confident Consumers are Reluctant to Spend
  • Housing: Pending Home Sales Pull Back
05/24 Weekly Note  
  • Economics: The Fed Remains Patient
  • Housing: New and Existing Home Sales Fall
05/17 Weekly Note  
  • Economics: Retail Sales Fall Amid Improving Sentiment
  • Housing: Housing Starts Jump, Mortgage Rates Fall
05/10 Weekly Note  
  • Economics: Amid Tight Labor Market, Inflation Edges Up
  • Housing: Construction Hires Fall Again
05/03 Weekly Note  
  • Economics: Job Growth Strengthens Further
  • Housing: Pending Home Sales Jump

April

04/26 Weekly Note  
  • Economics: Growth Smashes Expectations
  • Housing: Home Sales Rise in the First Quarter
04/19 Weekly Note  
  • Economics: Retail Sales Rebound
  • Housing: Home Construction Appears Weak
04/12 Weekly Note  
  • Economics: Fed Reaffirms Patient Stance
  • Housing: Construction Hires Take a Hit
04/05 Weekly Note  
  • Economics: Solid Job Gains Soothe Recession Fears
  • Housing: Affordability Continues to Improve

March

03/29 Weekly Note  
  • Economics: Measures of Inflation Slow
  • Housing: New Home Sales Strength Continues
03/22 Weekly Note  
  • Economics: Fed's Dot Plot Implies No Hikes in 2019
  • Housing: Existing Home Sales Surge
03/15 Weekly Note  
  • Economics: Retail Sales Rise as Inflation Slows
  • Housing: Bleak Outlook for Q1 Residential Investment
03/08 Weekly Note  
  • Economics: Big Drop in Job Growth, but Other Labor Market Measures Look Solid
  • Housing: A Bullish Start for Homebuilding
03/01 Weekly Note  
  • Economics: Consumer Spending Loses Steam at Year End
  • Housing: Homeownership Rate Hits Four-Year High

February

02/22 Weekly Note  
  • Economics: Fed's Dovishness Continues as it Sees Growing Downside Risks
  • Housing: Existing Home Sales Start 2019 on a Sour Note
02/15 Weekly Note  
  • Economics: Retail Sales Take a Hit
  • Housing: Construction Job Openings Overtake Hires
02/08 Weekly Note  
  • Economics: The Narrowing Trade Gap Bodes Well for Q4 Economic Growth
  • Housing: Home Price Growth at Slowest Pace in Six Years
02/01 Weekly Note  
  • Economics: The Fed Pledges to be Patient with Rate Hikes
  • Housing: Home Sales Up amid Weak Data Elsewhere

January

01/25 Weekly Note  
  • Economics: Continued Labor Market Strength amid Softening Growth Outlook
  • Housing: Despite a Disappointing 2018, There Is Hope for Existing Home Sales This Year
01/18 Weekly Note  
  • Economics: Consumers Feel Blue at the Start of the Year
  • Housing: Declining Mortgage Rates Boost Builders' Confidence and Mortgage Demand
01/11 Weekly Note  
  • Economics: Softer Inflation and a More Dovish Fed
  • Housing: Mortgage Demand Starts 2019 With a Bang
01/04 Weekly Note  
  • Economics: Stellar Jobs Report Soothes Recession Fears
  • Housing: Home Price Growth Decelerates to Slowest Pace in Over Three Years
2018 (All files are PDF)  
2017 (All files are PDF)