Author Archive
Employment, births, mtg purchase apps
Economic Releases
May 07, 2021
Before Covid, employment growth had already been decelerating due to the tariffs, which continue under President Biden: Births keep falling, and this is not population adjusted: Looks like real estate activity is settling in at pre crisis muddle through levels:
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Personal consumption, consumer sentiment
Economic Releases
May 04, 2021
Goods are a much smaller component than services: Improving:
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Mtg apps, China, GDP, continuing unemployment claims, personal income
Economic Releases
Apr 30, 2021
Doesn’t look like much of a housing boom here: China had been expanding: GDP is rising but still has a long way to go:
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Personal income and spending, Architecture billings, Congressional Resolution
Economic Releases
Mar 26, 2021
With consumption as weak as it is, the latest fiscal adjustment probably won’t put much upward pressure on prices:
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Mtg apps, durable goods orders, vehicle miles
Economic Releases
Mar 25, 2021
Muddling through:
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Consumer sentiment, retail sales, industrial production, homebuilder sentiment
Economic Releases
Mar 17, 2021
Some improvement but remains weak: Looks ok to me: Not looking good: Not looking good:
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Housing starts and permits, mortgage purchase apps, LA port traffic
Economic Releases
Mar 17, 2021
A setback to levels of the 1950’s when there were half as many people: Imports up, exports down:
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Employment, imports, consumer borrowing
Economic Releases
Mar 05, 2021
Employment increased more than expected last month but still looking anemic overall: Returning to normal, good for the global economy:
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Jobless claims, ADP payrolls, ISM services, Vehicle sales
Economic Releases
Mar 03, 2021
Employment growth has stalled: Not looking good: Also fading:
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Durable goods, pending home sales, personal income and spending, consumer credit
Economic Releases
Feb 26, 2021
Back to 2018 levels with lots lost during the dip: Still drifting lower: Another round of Federal checks hit last month: The economy is generating less personal income than pre covid and fading: Some of the increased income was saved: Some was spent, but consumption has still not fully recovered: Consumer borrowing
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