Browsing: Economy

Fed Chair Powell has suggested that the BLS birth-death model is overstating per month job creation by 60K since April.…

by Calculated Risk on 12/12/2025 04:21:00 PM A few brief excerpts from a Goldman Sachs research note on shelter inflation:…

Maybe, maybe not. The NYT headline blares “Tariffs Shrank Trade Deficit in September, New Data Show”. Imports did decrease from…

by Calculated Risk on 12/12/2025 11:14:00 AM Hotel occupancy was weak over the summer months, due to less international tourism. …

Sam works on innovation policy at Progress Ireland, an independent policy think tank in Dublin, and runs a publication called…

Just under two months ago, GDPNow’s estimate of the contribution of final sales to private domestic purchasers (sum of consumption…

by Calculated Risk on 12/11/2025 04:40:00 PM From Cotality U.S. home equity dips further this fall Cotality … today released…

Any book that intends to provide a complete account of a chapter covering almost 70 years in the history of…

Compare to 2.8% y/y, 2.7% q/q AR. Figure 1: Instantaneous inflation (T=12,a=4) for core CPI (blue), core PCE deflator (brown),…

by Calculated Risk on 12/09/2025 11:57:00 AM Today, in the Calculated Risk Real Estate Newsletter: 1st Look at Local Housing…