Economic & Housing Weekly Note Archive

Consumers Continue to Spend, Even with Less Disposable Income

Retail Sales Decelerate While Housing Continues to Impress

Surge in COVID-19 Cases Poses Threat to Business and Consumer Sentiment

Despite Further Job Gains, a Complete Labor Market Recovery Not Likely to Occur Soon

Despite Historic Increase in GDP, Long Road to Recovery Remains

Existing Home Sales and Housing Starts Continue to Exceed Expectations

Retail Sales and Consumer Sentiment Increase

Service Sector Solidly in Expansion Territory

Payroll Employment Rises While Housing Data Suggest Further Strength in the Coming Months

Home Sales Impress, Though Inventories Remain at Record Lows

Single-Family Housing Starts and Permits Both Climb to Over One Million Units

Small Businesses’ Optimism Rises, Though Outlook and Sales Expectations Decline

Manufacturing and Service Sector Activity Continue to Expand

Despite Soft Consumer Sentiment, Housing Data Continues to Surprise to the Upside

Housing Activity Continues Its Upward Climb

Recovery Continues, Though Retail Sales Growth Decelerates and Consumers Remain Pessimistic About Future Economic Conditions

Payroll Employment Continues to Increase, Though Pace of Improvement Is Slowing

Historic GDP Report Underscores Depth of the Recession

Housing Paints a Picture of Resiliency, For Now

June Data Paints a Picture of Recovery, but July Consumer Sentiment Highlights Downside Risks

Service Sector Returns to Expansionary Territory

Labor Market Recovers Further in June

Consumption Increases as Businesses Reopen

Retail Sales Partially Bounce Back as the Economy Reopens

Consumer and Business Sentiment Rise, but Uncertainty Remains

Unemployment Posts Surprise Decline in May

Consumption Poised to Grow as States and Businesses Begin to Reopen

Housing Activity Falls Sharply in April, Though There Are Signs of a Rebound

Retail Sales Continue to Fall, Supporting Our Forecast of a Significant Contraction in Q2 Consumer Spending

Significant Contraction in the Job Market as Coronavirus-Related Shutdowns and Layoffs Continue

The Fed Focuses on Program Rollout as Q1 GDP Contracts by Most Since 2008

Home Sales Fall in the Wake of Economic and Coronavirus-Related Uncertainty

Retails Sales and Industrial Production Reports Show Declines as the Virus Continues to Impact Businesses

Consumer and Business Confidence Fall in Response to the Coronavirus

Payroll Employment Falls by Most Since 2009, Unemployment Rate Jumps by Largest Amount in 45 Years

Jobless Claims Surge as Businesses Close in Response to the Coronavirus

Emergency Rate Cut Brings Federal Funds Rate Back to the Zero Bound

Resilience of the Economy and Consumers Tested by the Coronavirus

Job Growth Rises Well Above Consensus Expectations, Though Risks Remain

Housing Continues to Show Strength, Too Early to Measure the Effects of Coronavirus

Housing Starts and Existing Home Sales Pull Back Less Than Expected

A Warm January Boosts Retail Sales While Weighing on Industrial Production

Job Growth Hits the Ground Running to Start Off 2020

Fed Remains on Hold as 2019 Growth Comes in Solid

Existing Sales Rise While Inventories Hit Record Lows

Single-Family Housing Starts Breach One Million Units

Employment Report Not Expected to Change Fed's "Wait and See" Approach

Housing Likely to End 2019 with a Bang