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  • Economics

    Update: The Housing Bubble and Mortgage Debt as a Percent of GDP

    January 5, 2026 / 1 Comment

    Update: The Housing Bubble and Mortgage Debt as a Percent of GDP

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    Bill McBride
  • Economics

    ISM® Manufacturing index Decreased to 47.9% in December; "Lowest Reading of 2025"

    January 5, 2026 / No Comments

    ISM® Manufacturing index Decreased to 47.9% in December; "Lowest Reading of 2025"

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    Bill McBride
  • Economics

    Housing January 5th Weekly Update: Inventory Down 2.2% Week-over-week

    January 5, 2026 / No Comments

    Housing January 5th Weekly Update: Inventory Down 2.2% Week-over-week

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    Bill McBride
  • Economics

    Update: Lumber Prices Mostly Unchanged Year-over-year

    January 4, 2026 / No Comments

    Update: Lumber Prices Mostly Unchanged Year-over-year

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    Bill McBride
  • Economics

    Real Estate Newsletter Articles this Week: Case-Shiller House Prices up 1.4% YoY

    January 3, 2026 / No Comments

    Real Estate Newsletter Articles this Week: Case-Shiller House Prices up 1.4% YoY

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    Bill McBride
  • Economics

    Schedule for Week of January 4, 2026

    January 3, 2026 / No Comments

    Schedule for Week of January 4, 2026

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    Bill McBride
  • Economics

    Inflation Adjusted House Prices 2.7% Below 2022 Peak

    January 2, 2026 / No Comments

    Inflation Adjusted House Prices 2.7% Below 2022 Peak

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    Bill McBride
  • Economics

    Question #1 for 2026: How much will the economy grow in 2026? Will there be a recession in 2026?

    January 2, 2026 / No Comments

    Question #1 for 2026: How much will the economy grow in 2026? Will there be a recession in 2026?

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    Bill McBride
  • Economics

    Question #2 for 2026: How much will job growth slow in 2026? Or will the economy lose jobs?

    January 1, 2026 / No Comments

    Question #2 for 2026: How much will job growth slow in 2026? Or will the economy lose jobs?

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    Bill McBride
  • Economics

    Question #3 for 2026: What will the unemployment rate be in December 2026?

    January 1, 2026 / No Comments

    Question #3 for 2026: What will the unemployment rate be in December 2026?

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    Bill McBride
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  • ISM® Services Index Increased to 54.4% in December January 7, 2026
  • BLS: Job Openings Declined to 7.1 million in November January 7, 2026
  • ADP: Private Employment Increased 41,000 in December January 7, 2026