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Comments on December Employment Report

The headline jobs number in the December employment report was slightly below expectations, however October and November were revised down by 76,000. The unemployment rate decreased to 4.4%.<div><div><br /></div><div><div>Earlier: <a…

EconomyHomebuildersU.S. National
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Sunday Night Futures

Weekend:<br /> • <a href="https://www.calculatedriskblog.com/2026/01/schedule-for-week-of-january-11-2026.html">Schedule for Week of January 11, 2026</a><br /> <br /> Monday:<br /> • No major economic releases scheduled.<br /> <br /> From CNBC: <a href="http://www.cnbc.com/pre-markets/">Pre-Market Data</a> and <a…

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This is the End and a New Beginning

I’ve been thinking about this for some time.<div><br /></div><div>After 21 years of writing this blog almost daily, I’ve decided to stop writing the daily updates on the blog.<div><br /></div><div>However, the economic data "IV" is still in my arm, and <b>I’ll be writing a weekly economic summary at the end of each…

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Hotels: Occupancy Rate Increased 4.4% Year-over-year

Hotel occupancy was weak in 2025. It is difficult to tell early in the year because travel is always weak in early January. <br /> <br /> <div>From STR: <a href="https://www.costar.com/products/benchmark/resources/press-releases/us-hotel-results-week-ending-3-january">U.S. hotel results for week ending 3…

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Real Estate Newsletter Articles this Week:Housing Starts Decreased to 1.246 million Annual Rate

At the Calculated Risk Real Estate Newsletter this week:<br /> <br /> <a…

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Calculated Risk

Schedule for Week of January 11, 2026

The key reports this week are December CPI, Existing Home Sales and November Retail Sales. Also, New Home Sales for September and October will be released.<br /> <br /> For manufacturing, the December Industrial Production report and the January New York and Philly Fed manufacturing surveys will be released.<br />…

EconomyHomebuildersIndustrial & LogisticsU.S. NationalRead
Calculated Risk

The "Home ATM" Mostly Closed in Q3

Today, in the Calculated Risk Real Estate Newsletter: <a href="https://calculatedrisk.substack.com/p/the-home-atm-mostly-closed-in-q3-c7c">The "Home ATM" Mostly Closed in Q3</a><br /> <br />A brief excerpt: <blockquote>During the housing bubble, many homeowners borrowed heavily against their perceived home equity -…

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