Shutdown Delays Data, Job Growth Stalls

Rate change (30 yr fixed) since Mon, Sept 29th: zero movement to par (0 point) market rate Summary: The Fed’s preferred inflation gauge (PCE) held steady, jobless claims improved slightly, and housing data showed early signs of strength as mortgage rates eased. Last week:   Inflation Holds Steady: August’s PCE index rose 0.3%, lifting annual […]

Inflation Steady, Home Sales Show Momentum

Rate change (30 yr fixed) since Mon, Sept 15th: par rates are higher by .125% Summary: inflation held steady in August while jobless claims improved, existing home sales were flat but new home sales surged, and stronger Q2 GDP underscored resilience as the Fed weighs growth risks against still-elevated inflation. Last week:   Inflation steady: […]

Job Market Slows, Inflation Meets Estimates

Consumer-Price-Index-9.23

Week of September 8, 2025 in Review There’s growing evidence that the job market is cooling, while inflation holds near expectations and home price forecasts remain optimistic. Read on for more key takeaways. Job Growth Revised Down by 911,000 The Bureau of Labor Statistics (BLS) released its Quarterly Census of Employment and Wages (QCEW), revealing […]

Job Market Slows, Inflation Meets Estimates

Consumer-Price-Index-9.17

Week of September 8, 2025 in Review There’s growing evidence that the job market is cooling, while inflation holds near expectations and home price forecasts remain optimistic. Read on for more key takeaways. Job Growth Revised Down by 911,000 The Bureau of Labor Statistics (BLS) released its Quarterly Census of Employment and Wages (QCEW), revealing […]

Inflation Meets Estimates, Rate Cut Still Likely

Week of August 25, 2025 in Review The latest inflation data leaves the door open for a rate cut at the Fed’s upcoming meeting. Meanwhile, signed contracts for new and existing homes dipped slightly from June to July. Home prices are still up compared to last year, though growth is slowing. Inflation Aligns with Estimates, […]

Fed Members Split on Rate Cuts

Week of July 7, 2025 in ReviewThe Fed’s June meeting minutes revealed differing opinions on the future path for rate cuts. Additionally, the latest data on home prices and unemployment claims offer crucial clues about the housing and job markets. Read on for the full breakdown. Fed Minutes Reveal Division on Rate Cuts Fed officials […]

Mixed Messages in Labor Market Data

BLS-Job-Report-7.10

Week of June 30, 2025 in ReviewMixed messages are swirling in the latest job market data. What does it all mean? Read on for key details on job gains, openings,unemployment and more inside. Strong June Jobs Report Reinforces Fed Caution June’s Jobs Report from the Bureau of Labor Statistics came in stronger than expected, showing […]

Inflation Above Estimates, Home Sales Stall

Personal-Consumption-Expenditures-6.30

Week of June 23, 2025 in Review The Fed’s preferred inflation gauge exceeded expectations in May. Meanwhile, the housing market saw soft home sales, although annual home prices continued their rise in April. Continue reading for more details and analysis. Inflation Update: Key Measure Slightly Higher Than Expected The latest Personal Consumption Expenditures (PCE) report, […]

Fed Holds Rates Steady, Home Construction Slows

NAHB-Home-Builder-Sentiment-6.24

Week of June 16, 2025 in Review Due to ongoing economic uncertainty, the Federal Reserve has decided to keep its benchmark Federal Funds Rate unchanged. This environment has also contributed to a slowdown in both the construction and retail sectors. Additionally, unemployment claims are trending higher. Read on for further analysis and details. Fed Remains […]

Annual Inflation Declines in April

Personal-Consumption

Week of May 26, 2025 in Review The Federal Reserve’s preferred inflation gauge moved closer to their 2% target, showing progress on price stability. In the housing sector, there was a significant drop in contract signing for existing homes, though home values continue to demonstrate solid year-over-year growth. Read on for a detailed breakdown of […]