Economic & Housing Weekly Note Archive

Higher Gas Prices Boost Retail Sales and Prices, but Underlying Trend Points to Softening Consumer Spending and Inflation

Labor Market Conditions Cool over the Summer as Services Activity Jumps

GDP and GDI Continue to Conflict, While Real Spending Jumps in July

New Home Sales Continue Upward Trend Amid Extremely Limited Inventory of Existing Homes

Retail Sales and Single-Family Starts Point to a Resilient Economic Growth

Inflation Measures Remain Cool for Second Consecutive Month

Labor Market Conditions Cool Amid Weak Manufacturing Activity and Tightening Lending Conditions

Economy Expands at Healthy Pace in Q2 while New Home Sales Decline and Existing Home Market Remains Sluggish

Retail Sales Imply More Consumer Resilience as New Home Construction Continues to Benefit from Tight Inventories of Existing Homes

Inflation Cools in June Amid Slowdown in Consumer Demand

Wage Growth Continues to Indicate Tight Labor Market as Services Activity and Construction Spending Rise

Economic Data Continues to Look Mixed as New Home Sales Jump in May

Existing Home Sales Remain Sluggish Amid Limited Inventory, Boosting New Home Construction

Fed Pauses Rate Hikes as Inflation Pressures Cool and Economic Growth is Sluggish

Services Activity Approaches Stagnation as Trade Data, Factory Orders Also Point to Slowing Economy

Labor Market Data Send Conflicting Signals as Economic Activity Generally Weakens

Economic Data Sends Mixed Signals as New Home Sales Remain Resilient

Economy Picks Up Modestly in April, While New Home Market Continues to Benefit from Low Inventory of Existing Homes

Core Inflation Remains High but Shows Signs of Easing Soon While Indicators of Business Investment Look Weak

Fed Suggests Pause in Rate Hikes, While Employment and Economic Activity Remain Broadly Resilient

GDP Growth Slows Amid Inventory Pullback, While New Home Sales Continue to Surprise to the Upside

Existing Home Sales Decline Modestly in March, while Single-Family Starts Rise

Inflation Cools as Economic Activity Slows at the End of Q1

Employment Growth Remains Healthy Despite Headwinds from Manufacturing and Residential Construction Sectors

Consumption Growth Still on Track for Strong Q1 as Pending Sales Surprise to the Upside

Jump in Existing Home Sales Expected to Be Temporary with New Sales Comparatively Outperforming

Data Show Strong Consumer Spending and Inflationary Pressures Persisting

Labor Market Strength Continues as Additional Data Suggests 2023 Started on a Stronger Footing than Previously Expected

Services Activity Continues to Outperform Manufacturing as Housing Receives Temporary Bump from Lower Rates in January

Economy, Inflation Continue Hot Streak in January as New Home Sales Receive Boost from Temporarily Lower Mortgage Rates

Economy (and Inflation) Starts 2023 Stronger than Expected

Consumer Credit Growth Slows, Suggesting Consumption Will Lose Momentum in 2023

Labor Market Clobbers Expectations Even as Wage Growth Slows, While Interest Rate-Sensitive Manufacturing and Housing Continue to Struggle

GDP Beats Expectations but Underlying Momentum Slowed at the End of 2022

December Data Shows Economic and Housing Activity Slowing

Inflation Cools Again in December as Economic Activity Softens

Labor Market Remains Bright Spot in Economy, While Manufacturing and Residential Construction Continue to Decline