Economic & Housing Weekly Note Archive

Labor Market, Consumption Show Q4 Strength, While Manufacturing, Housing Weaken

Economic Data Points to Stagnation as Housing Continues Slide

October CPI Suggests Inflation May be Slowing as Housing Demand Continues to Weaken

Labor Market Remains Strong Even as Other Indicators Weaken and the Fed Continues Aggressive Tightening Pace

GDP Returns to Positive Territory in Q3, but Underlying Growth Remains Weak Amid Housing Downturn

Housing Activity Continues to Slow as Economic Growth Declines Abroad

Core CPI Again Beats Expectations; Inflation Weighing on Retail Sales

Labor Market Shows Early Signs of Slowing as Demand for Goods Weakens

Real Personal Income is Flat as New Home Sales Increase Temporarily while Annual Home Price Growth Decelerates Amid Rising Mortgage Rates

Fed Continues Aggressive Tightening Stance, and Housing Activity Slows Further in Face of Higher Rates

Retail Sales, Industrial Production Soften as Core Inflation Comes in Hotter than Expected

Incoming Data Suggest Return to Modest Growth in Q3

Manufacturing Index, Consumer Confidence Hint of Modest Near-Term Economic Growth, While Residential Construction Data Suggest Broader Economic Downturn Looms

Housing Continues to Slow, While Recent Data Indicates Likely Modest Economic Growth in Q3

Core Retail Sales and Industrial Production Beat Consensus Expectations, While Housing Continues to Slump

Falling Energy Prices Temper July Inflation

Labor Market Continues to Show Strength as Economy Sends Mixed Signals

Economic Growth is Stagnating as Inflation Continues to Run Hot, Prompting Tighter Monetary Policy

Leading Indicators Point to Stalling Economy as Housing Continues to Slow

Retail Sales Remain Fairly Resilient in Face of Hotter-Than-Expected June CPI

Labor Market Gains Remain Robust Despite Growing Evidence of a Slowing Economy

Real Consumption Declines as Consumer Confidence in the Future Continues to Erode

Home Sales Generally Trending Downward as Industrial Production Shows Early Signs of Slowing

Fed Hikes Rates by 75 Basis Points to Combat Persistently High Inflation

May Inflation Shows Few Signs of Slowing, Likely Will Continue to Pressure Consumers

Labor Market Remains Resilient, Though Other Indicators Point to a Slowing Economy

Housing Activity Looks to Have Turned as New Home and Pending Sales Slow Meaningfully in April

Retail Sales Are Revised Upward, Strengthening Our Near-Term Outlook as Housing Activity Continues to Slow

Annual Inflation Rate Decelerates Due to Base Effects, but Price Pressures Continue to Pressure Consumers

Labor Market Remains Strong as the Fed Increases Pace of Tightening

GDP Contracts in Q1 on Falling Net Exports and Inventories, but Underlying Demand Trend Remains Positive for Now

Housing Activity Dips as Mortgage Rates Rise, but Full Effect Yet to Be Seen

Higher Energy Prices Cause Inflation Measures to Accelerate and Consumers to Reduce Real Consumption

Fed Minutes Reveal More Hawkish Plans to Combat Inflation

Labor Market Continues Hot Streak as Home Prices Accelerated to Begin 2022

Home Sales Slowing as Mortgage Rates Continue to Rise

Fed Raises Rates for First Time Since 2018 as Housing Shows Early Signs of Slowing

Inflation Accelerates in February as Energy Prices Jump, but Labor Market Indicators Remain Strong

Labor Market Gains Are Robust Again in February as Manufacturing and Service Sector Activity Continue Expansion

Consumption and Existing Home Sales Improved in January, but Headwinds for the Economy and Housing Have Since Increased

Near-Term Inflation Shows No Signs of Slowing, but New Home Construction Appears Resilient

Annual Inflation Continues to Accelerate, Likely Prompting Tighter Than Previously Expected Monetary Policy

Labor Market Much Stronger than Previously Thought as Manufacturing, Services Sectors Remain Resilient

Economy Grows at Fastest Rate Since 1984 but Is Likely to Slow Moving Forward as Inflation Looms Large in 2022

New Construction Ends the Year Strong While Existing Sales Slide Amid Record Low Inventories

Inflation Continues to Run Hot as Retail Sales Disappoint

Demand for Labor Remains High as Hopeful Signs of Healing Supply Chains Emerge