Housing Archive

Fed senior loan officer survey charts

[Skip to the end] On Mon, Aug 11, 2008 at 1:25 PM, Karim writes: Both lending standards and spds move up from cycle highs; appears defining aspect of the current episode may be the duration of tighter lending conditions (prior episodes approached current levels of tightness but were relatively short-lived). Also of ...Read More

NYPost: Lost Sovereignity – There’s a new land grab

[Skip to the end] Hope they don’t dig it up and take it home! Lost Sovereignity Oil-rich Fund Eyeing Foreclosed US Homes By Teri Buhl There’s a new land grab starting in America. Foreign money, which up to now has focused its attention on investing in iconic commercial real estate – like ...Read More

NYT: Mortgages

[Skip to the end] (an email exchange) >    >   On Mon, Aug 4, 2008 at 7:50 AM, Russell wrote: >    >   I am more and more convinced housing is not near a bottom. >   Granted, I have no idea what the recent Housing Bill will do. But I >   think housing problems are going to cover ...Read More

2008-07-28 UK News Highlights

[Skip to the end] Highlights: U.K. Hometrack House Prices Fall the Most Since 2001 Brown Says He Won’t Turn to ’70s Agenda After Defeat Darling Considers Expanding Mortgage Bond-Swap Scheme, FT Says     U.K. Hometrack House Prices Fall the Most Since 2001 by Brian Swint (Bloomberg) The average cost of a ...Read More

CNBC: Housing bottom story

[Skip to the end] His monetary analysis is ridiculous but we agree on this point: The Media Are Missing the Housing Bottom by Larry Kudlow Media reports painted a pessimistic picture of today’s release on existing home sales, which fell 15 percent from a year ago and recorded higher inventories. But inside ...Read More

Bloomberg: Apartment vacancy unchanged, rents rise

The drop in housing starts may be keeping the rental market tight, as about a 80,000 fewer new units are being built each month. U.S. Apartment Vacancy Unchanged at 5.9 Percent, Rents Increase ...Read More

2008-06-24 Daily US Economic Releases

[Skip to the end] S&P/CaseShiller Home Price Index (Released 9:00 EST) S&P/CaseShiller Composite 20 YoY (Released 9:00 EST) Consumer Confidence (Released 10:00 EST) Richmond Fed Manufacturing Index (Released 10:00 EST) House Price Index MoM (Released 10:00 EST) ABC Consumer Confidence (Released 18:00 EST) S&P/Case Shiller Home Price Index (Apr) Survey Actual 169.9 ...Read More

2008-06-23 Valance Weekly Economic Graph Packet

[Skip to the end] Real GDP Can you find the recession? Year over year will be reasonable until last year’s large Q3 number drops out without similar sized q3 this year.     Capacity Utilization, ISM Manufacturing Down but not out as GDP muddles through.     Philly Fed Index, Chicago PMI, ISM Non-Manufacturing, ...Read More

Re: Alt A downgrades

[Skip to the end] (An email exchange) On Wed, Jun 4, 2008 at 12:57 AM, Eric wrote: >     I guess you have seen this article. > >      Primes going down too. > > >      More generally look at the attached graphs, they suggest that IOs and other >      exotic ...Read More

Dow Jones: Housing Starts

[Skip to the end] Housing Starts Down 8.7% In April (Dow Jones) Japan’s housing starts fell 8.7% in April from a year earlier to 97,930 units, the Ministry of Land, Infrastructure and Transport said Friday. The result was better than the 11.0% decline forecast by a Dow Jones and Nikkei poll of ...Read More