From BofA: 1Q GDP tracking is down from our recently updated official forecast of 1.5% q/q saar to 1.0% q/q…
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Personal Income increased 0.8% in February; Spending increased 0.4%
The BEA released the Personal Income and Outlays report for February: Personal income increased $194.7 billion (0.8 percent at a…
Continue ReadingPCE Measure of Shelter Decreases to 4.3% YoY in February
Here is a graph of the year-over-year change in shelter from the CPI report and housing from the PCE report…
Continue ReadingThe Compound and Friends: Greed Is Good
Today’s Compound and Friends is brought to you by Betterment See here for more information on Betterment’s platform for advisors…
Continue ReadingPerformance Profile Paints Different Pictures for Commodity and Equity ETFs
The performance profile for 2025 says a lot about the state of the market. Commodity-related ETFs are leading, non-cyclical equity…
Continue ReadingRealtor.com Reports Active Inventory Up 29.2% YoY
What this means: On a weekly basis, Realtor.com reports the year-over-year change in active inventory and new listings. On a…
Continue ReadingHotels: Occupancy Rate Increased 1.0% Year-over-year
From STR: U.S. hotel results for week ending 22 March The U.S. hotel industry reported positive year-over-year comparisons, according to…
Continue ReadingInflation Adjusted House Prices 0.8% Below 2022 Peak; Price-to-rent index is 7.4% below 2022 peak
Today, in the Calculated Risk Real Estate Newsletter: Inflation Adjusted House Prices 0.8% Below 2022 Peak Excerpt: It has been…
Continue ReadingNAR: Pending Home Sales Increase 2.0% in February; Down 3.6% YoY
From the NAR: Pending Home Sales Advanced 2.0% in February Pending home sales improved 2.0% in February according to the…
Continue ReadingQ4 GDP Growth Revised up to 2.4% Annual Rate
From the BEA: Gross Domestic Product, 4th Quarter and Year 2024 (Third Estimate), GDP by Industry, and Corporate Profits Real…
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