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Inflation As Expected, Housing Contracts Stall
Week of January 19, 2026 in Review The Fed’s preferred inflation measure came in as expected, while winter weather and the holidays slowed momentum in signed housing contracts. Here’s a look at the key highlights. PCE Inflation Data Offers Encouraging Signs Pending Home Sales Slide Q3 GDP Surges to Fastest Pace Since 2023 Claims Data…
Read MoreSoft Jobs Data, Slower Home Construction
Week of January 5, 2026 in Review The labor market continues to show signs of softening, while new home construction lost steam last fall. Here’s a look at the key highlights. Beneath the Surface of December’s Jobs Report Private Payrolls Rebound in December, but Miss Forecasts Broader Data Reinforce a Cooling Labor Market Housing Starts…
Read MoreHousing Data Delivers an Upside Surprise
Week of December 29, 2025 in Review Pending Home Sales and home price gains came in stronger than expected, while unemployment claims fell below forecasts. Here’s a look at the key highlights. Pending Home Sales Jump in November Home Prices Show Signs of Renewed Momentum Unemployment Claims Dip on Seasonal and Timing Effects Family Hack…
Read MoreGDP Beats Forecasts, Gig Economy Influences Claims
Week of December 22, 2025 in Review Delayed government data shows the economy grew faster than expected in Q3, while the gig economy continues to influence unemployment claims. Here’s a look at the key highlights. Q3 GDP Surges Past Forecasts Claims Data Reflects Seasonal and Gig Economy Trends Family Hack of the Week What to…
Read MoreFed Cuts Rates Again, Labor Data Remains Soft
Week of December 8, 2025 in Review The Fed announced its third rate cut of the year, while more labor data pointed to underlying softness in the job market. Here’s a look at the key highlights. Fed Delivers Third Rate Cut as Policymakers Split Job Openings Tick Higher, Yet Underlying Weakness Persists Claims Data Skewed…
Read MoreMounting Evidence of a Weaker Job Market
View this email in browser Week of December 1, 2025 in Review More labor sector data is pointing to growing softness in the job market, while the latest inflation figures came in largely as expected. Here’s a look at the key highlights. Small Businesses Drive a Sharp Drop in Private Payrolls Additional Indicators Signal a…
Read MorePending Home Sales Pick Up!
Week of November 24, 2025 in ReviewSeptember brought a slight slowdown in annual home price gains, yet October’s pending home sales hit a yearly high. Plus, the government released previously delayed September data on retail sales and wholesale inflation. Here’s a look at the key highlights.Home Prices Still Up Year-Over-Year, but Pace SlowsPending Home Sales…
Read MoreMixed Jobs Data, Home Sales Edge Higher
Week of November 17, 2025 in Review The delayed September Jobs report showed stronger-than-expected job growth – but a rising unemployment rate. What does this mean for the Fed’s next meeting? Meanwhile, builder confidence ticked up and existing home sales rose for the second month in a row. Here’s what you need to know. Will…
Read MoreGovernment Reopens, Fed Awaits Data
Week of November 10, 2025 in Review The government has reopened, ADP’s weekly report highlights late-October job declines, and home prices show renewed strength. Here’s what you need to know. Government Reopens: When Will Data Releases Resume? ADP Data Points to Job Losses in Late October Home Values Gain Momentum Retail Sales Rebound in October…
Read MoreFed Delivers Second Straight Rate Cut!
Fed Delivers Second Straight Rate Cut Week of October 27, 2025 in Review With the Fed implementing its second rate cut of the year, the big question is whether more easing could follow in December. Also, what’s the latest on home prices and contracts? Here’s what you need to know. Fed Cuts Rates for Second…
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