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Weekend: • Schedule for Week of January 11, 2026 Monday: • No major economic releases scheduled. From CNBC: Pre-Market Data…
I’ve been thinking about this for some time. After 21 years of writing this blog almost daily, I’ve decided to stop writing the daily updates on the blog. However, the economic data "IV" is still in my arm, and I’ll be writing a weekly economic summary at the end of each…
Hotel occupancy was weak in 2025. It is difficult to tell early in the year because travel is always weak in early January. From STR: U.S. hotel results for week ending 3…
At the Calculated Risk Real Estate Newsletter this week:
The key reports this week are December CPI, Existing Home Sales and November Retail Sales. Also, New Home Sales for September and October will be released. For manufacturing, the December Industrial Production report and the January New York and Philly Fed manufacturing surveys will be released. …
The headline jobs number in the December employment report was slightly below expectations, however October and November were revised down by 76,000. The unemployment rate decreased to 4.4%. Earlier:
The document announces four U.S. economic data releases scheduled for Friday, January 10, 2026: the December employment report (consensus expectation of 55,000 jobs added and unemployment declining to 4.5%), Housing Starts for September and October, the University of Michigan Consumer Sentiment Index preliminary reading for January, and Q3 Flow of Funds Accounts from the Federal Reserve.
Today, in the Calculated Risk Real Estate Newsletter: The "Home ATM" Mostly Closed in Q3 A brief excerpt: During the housing bubble, many homeowners borrowed heavily against their perceived home equity -…
The Federal Reserve released the Q3 2025 Flow of Funds report today: Financial Accounts of the United States . The net worth of households and nonprofits rose to $181.6 trillion during the third quarter of 2025. The…
From the BLS: Employment Situation Both total nonfarm payroll employment (+50,000) and the unemployment rate (4.4 percent) changed little in December, the U.S. Bureau of Labor Statistics reported today. Employment continued to…
Today, in the Calculated Risk Real Estate Newsletter: Housing Starts Decreased to 1.246 million Annual Rate in October A brief excerpt: Note: The Census Bureau is still catching up. They released Start data…
From the Census Bureau: Permits, Starts and Completions Housing Starts: Privately-owned housing starts in October were at a seasonally adjusted annual rate of 1,246,000 . This is 4.6 percent below the…
From Manheim Consulting today: Manheim Used Vehicle Value Index: December 2025 Trends The Manheim Used Vehicle Value Index (MUVVI) rose to 205.5, reflecting a 0.4% increase for wholesale used-vehicle prices…
On Friday at 8:30 AM ET, the BLS will release the employment report for December. The consensus is for 55,000 jobs added, and for the unemployment rate to decrease to 4.5%. There were 64,000 jobs added in November, and the unemployment rate was at 4.6%. From Goldman Sachs: We forecast…
The DOL reported : In the week ending January 3, the advance figure for seasonally adjusted initial claims was 208,000 , an increase of 8,000 from the previous week’s revised level. The previous week’s level was revised up by 1,000 from 199,000…
The Census Bureau and the Bureau of Economic Analysis reported : The U.S. Census Bureau and the U.S. Bureau of Economic Analysis announced today that the goods and services deficit was $29.4 billion in…
The post previews two economic reports scheduled for release on Thursday at 8:30 A.M. ET: the Census Bureau's Trade Balance report for November, with a consensus forecast of a $59.4 billion trade deficit, and the initial weekly unemployment claims report, with a consensus expectation of 205,000 claims up from 199,000 the prior week.
From ADP: ADP National Employment Report: Private Sector Employment Increased by 41,000 Jobs in December; Annual Pay was…
The post from Calculated Risk announces the economic indicators scheduled for release on Wednesday, January 8, 2026, including the ADP Employment Report for December (with a consensus expectation of 50,000 private jobs added, up from a loss of 32,000 in November), the Job Openings and Labor Turnover Survey for November, the ISM Services Index for December, and the Mortgage Bankers Association mortgage purchase applications index. The document provides the release times and basic descriptions of each report without presenting final findings or analysis.
From the MBA: MMortgage Applications Decreased Over a Two-Week Period in Latest MBA Weekly Survey Mortgage applications decreased 9.7 percent from two weeks earlier, according to data from the Mortgage Bankers Association’s (MBA)…
From the BLS: Job Openings and Labor Turnover Summary The number of job openings was little changed at 7.1 million in November , the U.S. Bureau of Labor Statistics reported today. Over the month, hires were little changed and…
Today, in the Calculated Risk Real Estate Newsletter: 1st Look at Local Housing Markets in December A brief excerpt: Last year (2025) might have seen the lowest number of existing home sales since 1995.…
(Posted with permission). The ISM® Services index was at 54.4%, up from 52.6% the previous month. The employment index increased to 52.0%, up from 48.9%. Note: Above 50 indicates expansion, below 50 in…
The BEA reported that light vehicle sales were at 16.0 million in December on a seasonally adjusted annual basis (SAAR). This was up 1.9% from the sales rate in November, and down 4.9% from December 2024.
This graph shows heavy truck sales since 1967 using data from the BEA. The dashed line is the December 2025 seasonally adjusted annual sales rate (SAAR) of 311 thousand. Note: "Heavy trucks - trucks more than 14,000 pounds gross vehicle weight."