Wednesday, November 26, 2025

The housing market continues to be recessionary: repeat home sales edition

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   - by New Deal democrat Note: there was a good advance manufacturers’ new orders report for September this morning. I’m going to save disc...

Jobless claims continue recent trends, do not suggest any worsening of unemployment

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   - by New Deal democrat With the end of the government shutdown, jobless claims are fully updated and back on their regular schedule. And ...
Tuesday, November 25, 2025

Real retail sales for September decline slightly, but within range of trend noise

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   - by New Deal democrat With the continued delay in the official release of the more comprehensive personal income and spending report, re...

Producer prices in September told a tale of goods vs. services (plus; programming note)

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   - by New Deal democrat First, a scheduling note. Several data releases have been made this morning, and several more delayed releases hav...
Monday, November 24, 2025

Scenes from the very tardy September jobs report

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   - by New Deal democrat An opening comment: it is an abomination that the US government treated its statistical agencies as doing expendi...
Saturday, November 22, 2025

Weekly Indicators for November 17 - 21 at Seeking Alpha

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   - by New Deal democrat My “Weekly Indicators” post is up at Seeking Alpha . Few changes from the last few weeks, but some noteworthy tren...
Friday, November 21, 2025

October existing home sales, prices, and inventory continue to show slow progress towards rebalancing

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   - by New Deal democrat Although the government shutdown is over, most data points - including all having to do with housing - have not be...