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  • Economics

    Lawler: Early Read on Existing Home Sales in October; What is the “Market’s” Estimate of R*?

    November 19, 2025 / 5 Comments

    Lawler: Early Read on Existing Home Sales in October; What is the “Market’s” Estimate of R*?

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    Bill McBride
  • Economics

    FOMC Minutes: "Likely be appropriate to keep the target range unchanged for the rest of the year."

    November 19, 2025 / 1 Comment

    FOMC Minutes: "Likely be appropriate to keep the target range unchanged for the rest of the year."

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    Bill McBride
  • Economics

    Trade Deficit Decreased to $59.6 Billion in August

    November 19, 2025 / 7 Comments

    Trade Deficit Decreased to $59.6 Billion in August

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    Bill McBride
  • Economics

    Wednesday: Trade Deficit, FOMC Minutes

    November 18, 2025 / 15 Comments

    Wednesday: Trade Deficit, FOMC Minutes

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    Bill McBride
  • Economics

    LA Ports: Imports and Exports Down YoY in October; Exports Down YoY for 11th Consecutive Month

    November 18, 2025 / 16 Comments

    LA Ports: Imports and Exports Down YoY in October; Exports Down YoY for 11th Consecutive Month

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    Bill McBride
  • Economics

    California October Home Sales "Highest Level Since February"; 4th Look at Local Markets

    November 18, 2025 / 3 Comments

    California October Home Sales "Highest Level Since February"; 4th Look at Local Markets

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    Bill McBride
  • Economics

    NAHB: Builder Confidence Increased Slightly in November, Negative territory for 19 consecutive months

    November 18, 2025 / 15 Comments

    NAHB: Builder Confidence Increased Slightly in November, Negative territory for 19 consecutive months

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    Bill McBride
  • Economics

    Tuesday: Industrial Production, Homebuilder Survey

    November 17, 2025 / 6 Comments

    Tuesday: Industrial Production, Homebuilder Survey

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    Bill McBride
  • Economics

    3rd Look at Local Housing Markets in October

    November 17, 2025 / 8 Comments

    3rd Look at Local Housing Markets in October

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    Bill McBride
  • Economics

    Construction Spending Increased 0.2% in August

    November 17, 2025 / 13 Comments

    Construction Spending Increased 0.2% in August

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    Bill McBride
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