From Cotality (formerly CoreLogic): US home price insights — July 2025 Spring homebuying season continues to be defined by slower…
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S&P 500 Earnings for 2025 Q1 — Still Overvalued
S&P 500 earnings are in for 2025 Q1, and here is our valuation analysis. The following chart shows the normal…
Continue ReadingConstruction Spending Decreased 0.3% in May
From the Census Bureau reported that overall construction spending decreased: Construction spending during May 2025 was estimated at a seasonally…
Continue ReadingFannie and Freddie: Single Family Serious Delinquency Rates Decreased in May; Fannie Multi-Family Delinquency Rate Near Highest Since Jan 2011 (ex-Pandemic)
Today, in the Calculated Risk Real Estate Newsletter: Fannie and Freddie: Single Family Serious Delinquency Rates Decreased in May Excerpt:…
Continue ReadingISM® Manufacturing index Increased to 49.0% in June
(Posted with permission). The ISM manufacturing index indicated expansion. The PMI® was at 49.0% in June, up from 48.5% in…
Continue ReadingBLS: Job Openings Increased to 7.8 million in May
From the BLS: Job Openings and Labor Turnover Summary The number of job openings was little changed at 7.8 million…
Continue ReadingTech Stocks Lead the Charge: What’s Driving the Momentum?
The last day of trading for the first half of 2025 ended with a bang. The S&P 500 ($SPX) and…
Continue ReadingTuesday: Fed Chair Powell, ISM Mfg, Construction Spending, Job Openings, Vehicle Sales
From Matthew Graham at Mortgage News Daily: Mortgage Rates Take Another Step Toward April Lows April 3rd and 4th saw…
Continue ReadingTrump and Fed Policy
Today President Trump put out a note urging Fed Chair Powell to lower rates. The following image, courtesy of Conor…
Continue ReadingIs This Rally Sustainable? You Better Bet Your Bullish Sweet Dollar It Is!
Below is the EB Weekly Market Report that I sent out earlier to our EarningsBeats.com members. This will give you…
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