Calculated Risk
Cotality: House Prices Increased 1.4% YoY in July
Part 1: Current State of the Housing Market; Overview for mid-September 2025
MBA: Mortgage Applications Increase in Latest Weekly Survey
Wednesday: PPI
CPI Preview
Employment: Preliminary annual benchmark revision shows downward adjustment of 911,000 jobs
1st Look at Local Housing Markets in August
Tuesday: Employment Statistics Preliminary Benchmark
Wholesale Used Car Prices Unchanged in August; Up 2% Year-over-year
September ICE Mortgage Monitor: House Prices Up Slightly Year-over-year
Recession Watch Metrics
Housing September 8th Weekly Update: Inventory Down 1.7% Week-over-week
Sunday Night Futures
AAR Rail Traffic in August: Intermodal and Carload Traffic Increased YoY
Real Estate Newsletter Articles this Week: What will happen with house prices?
Schedule for Week of September 7, 2025
Hotels: Occupancy Rate Decreased 0.8% Year-over-year
Q3 GDP Tracking
What will happen with House Prices?
Comments on August Employment Report
August Employment Report: 22 thousand Jobs, 4.3% Unemployment Rate
Friday: Employment Report
Las Vegas in July: Visitor Traffic Down 12% YoY
Heavy Truck Sales Decreased 16% YoY in August
Asking Rents Mostly Unchanged Year-over-year
Light Vehicles Sales Decreased to 16.07 million SAAR in August
ISM® Services Index Increased to 52% in August; Prices Paid Very High
Trade Deficit Increased to $78.3 Billion in July
Weekly Initial Unemployment Claims Increase to 237,000
ADP: Private Employment Increased 54,000 in August
Thursday: ADP Employment, Unemployment Claims, Trade Deficit, ISM Services
Fed's Beige Book: "Little or no change in economic activity"
Q2 Update: Delinquencies, Foreclosures and REO
BLS: Job Openings Decreased to 7.2 million in July
MBA: Mortgage Applications Decrease in Latest Weekly Survey
Wednesday: Job Openings, Beige Book
Construction Spending Decreased 0.1% in July
ISM® Manufacturing index at 48.7% in August
Freddie Mac House Price Index Declined in July; Up 1.4% Year-over-Year
Tuesday: ISM Mfg, Construction Spending, Vehicle Sales
Update: Lumber Prices Up 11% YoY
Housing September 1st Weekly Update: Inventory Down 0.1% Week-over-week; Down 10.3% from 2019 Levels
Realtor.com Reports Median listing price was flat year over year
Real Estate Newsletter Articles this Week: Case-Shiller House Prices Up 1.9% YoY in July
Schedule for Week of August 31, 2025
Q3 GDP Tracking
Hotels: Occupancy Rate Decreased 1.1% Year-over-year
PCE Measure of Shelter Declined to 4.0% YoY in July
Personal Income Increased 0.4% in July; Spending Increased 0.5%
Friday: July Personal Income and Outlays
Fannie and Freddie: Single Family Serious Delinquency Rates Unchanged in July
Inflation Adjusted House Prices 2.5% Below 2022 Peak; Price-to-rent index is 9.8% below 2022 peak
NAR: Pending Home Sales Decrease 0.4% in July; Up 0.7% YoY
Q2 GDP Growth Revised up to 3.3% Annual Rate
Weekly Initial Unemployment Claims Decrease to 229,000
Thursday: GDP, Unemployment Claims, Pending Home Sales
How to Prevent the Next Financial Crisis
Final Look at Local Housing Markets in July and a Comment on July Sales from Tom Lawler
MBA: Mortgage Applications Decrease in Latest Weekly Survey
Wednesday: MBA Mortgage Applications
A few comments on the Seasonal Pattern for House Prices
Newsletter: Case-Shiller: National House Price Index Up 1.9% year-over-year in June
Case-Shiller: National House Price Index Up 1.9% year-over-year in June
Tuesday: Case-Shiller, Durable Goods, Richmond Fed Mfg
ICE First Look at July Mortgage Performance: "Delinquencies Ease in July"
Newsletter: New Home Sales at 652,000 Annual Rate in July
New Home Sales at 652,000 Annual Rate in July