I was taught that the most bullish thing the market can do is go up. And while the major equity…
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AIA: Architecture Billings “Billings remain soft to start the new year”
Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. From the AIA: ABI January…
Continue ReadingFOMC Minutes: Concern about tariffs, “take time” on any additional Rate Cuts
From the Fed: Minutes of the Federal Open Market Committee, January 28–29, 2025. Excerpt: With regard to the outlook for…
Continue ReadingFrom Crash to Comeback: Is SMCI Stock the Hottest AI Asset Right Now?
Super Micro Computer, Inc. (SMCI) stock surged over 50% after reporting earnings last week. The top and bottom line results…
Continue ReadingNewsletter: Housing Starts Decreased to 1.366 million Annual Rate in January
Today, in the Calculated Risk Real Estate Newsletter: Housing Starts Decreased to 1.366 million Annual Rate in January A brief…
Continue ReadingHousing Starts Decreased to 1.366 million Annual Rate in January
From the Census Bureau: Permits, Starts and Completions Housing Starts: Privately-owned housing starts in January were at a seasonally adjusted…
Continue ReadingMBA: Mortgage Applications Decrease in Latest MBA Weekly Survey
From the MBA: Mortgage Applications Decrease in Latest MBA Weekly Survey Mortgage applications decreased 6.6 percent from one week earlier,…
Continue ReadingAnimal Spirits: Life and Death
Today’s Animal Spirits is brought to you by YCharts and KraneShares: See here for 20% off your initial YCharts Professional…
Continue ReadingWednesday: Housing Starts, FOMC Minutes
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: • At 7:00 AM ET, The Mortgage…
Continue ReadingMBA Survey: Share of Mortgage Loans in Forbearance Decreases to 0.40% in January
From the MBA: Share of Mortgage Loans in Forbearance Decreases to 0.40% in January The Mortgage Bankers Association’s (MBA) monthly…
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