On a monthly basis, retail sales increased 1.4% from February to March (seasonally adjusted), and sales were up 4.6 percent…
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Animal Spirits: The Dollar Dump
Advertisement Own a Piece of the Middle with MDY Mid-cap companies may provide an ideal balance for many investors, offering…
Continue ReadingWednesday: Retail Sales, Industrial Production, Homebuilder Survey, Fed Chair Powell
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: • At 7:00 AM ET, The Mortgage…
Continue ReadingLas Vegas in February: Visitor Traffic Down 11.9% YoY; Convention Traffic Down 19.5% YoY
From the Las Vegas Visitor Authority: February 2025 Las Vegas Visitor Statistics With the combined factors of a tough comparison…
Continue ReadingIs This the Confidence Trap That Could Wreck Your Retirement Portfolio?
If last weekend’s tech tariff exemptions teach us anything, it’s this: trying to make near-term market forecasts based on tariff…
Continue ReadingU.S. Demographics: Largest 5-year cohorts, and Ten most Common Ages in 2024
Eleven years ago, I wrote: Census Bureau: Largest 5-year Population Cohort is now the “20 to 24” Age Group. Those…
Continue ReadingBullish Percent Index Confirms Short-Term Rebound
One of my favorite market breadth indicators remained in an extreme bearish reading through the end of last week, standing…
Continue ReadingLawler: Update on Mortgage/MBS Rates and Spreads
From housing economist Tom Lawler: Update on Mortgage/MBS Rates and Spreads On April 4th, the day after Trump’s “Liberation Day”…
Continue ReadingDP Trading Room: SPX Earnings Update
The market has been overvalued for some time but how overvalued is it? Today Carl brings his earnings chart to…
Continue ReadingWatch Inventory and Why Measures of Existing Home Inventory appear Different
Today, in the Calculated Risk Real Estate Newsletter: Watch Inventory and Why Measures of Existing Home Inventory appear Different A…
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