Rental Vacancy Archive

Rental Vacancies

[Skip to the end] Karim writes: Rent is 30.5% of headline CPI and 39% of core CPI, a 1% rise in the rental vacancy rate typically leads to about a .7% decline in rent and a .25-0.30% fall in core CPI (with a lag). So rise in rental vacancy rate likely not ...Read More

Updated January 31 month end report

Please excuse the mix of Bloomberg and Valance graphs. Comments welcome. Went blurry eyed trying to organize it all. Markets reacted strongly to Friday’s -17,000 non-farm payroll number. Several sources called it the first negative payroll number in 4 years. How quickly they forget the first negative number was the initial August ...Read More