Tuesday, January 19, 2021

January 19 COVID-19 Test Results

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Note: Bloomberg has great data on vaccinations . "The U.S. has administered 15.6 million doses" The testing data is probably ...

MBA Survey: "Share of Mortgage Loans in Forbearance Decreases to 5.37%"

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Note: This is as of January 10th. From the MBA: Share of Mortgage Loans in Forbearance Decreases to 5.37% The Mortgage Bankers Associati...

Update Then and Now: With Column Excluding Pandemic

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A few indicators comparing four years ago and today (and a column after three years - excluding the pandemic) ...   Jan-17 Jan-20 Dec-20 ...

Lawler: Early Read on Existing Home Sales in December

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From housing economist Tom Lawler: Based on publicly-available local realtor/MLS reports released across the country through today, I proj...

Then and Now

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A few indicators comparing four years ago and today ...   Jan-17 Dec-20 Vehicle Sales 1 16.7 16.4 Employment change 2 10,364 -2,818 U...

A Positive Note from Merrill: "A light at the end of the COVID cave"

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Here is a positive outlook on the 2021 economy.   A few brief excerpts from a research note by Merrill Lynch Global Economist Ethan Harris: ...
Monday, January 18, 2021

January 18 COVID-19 Test Results

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Note: Holiday data is always light. But it is possible the 7-day average cases has peaked. Stay safe! I'm looking forward to not post...

Housing Inventory Weekly Update: Starting the Year at Record Lows

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One of the key questions for 2021 is: Will inventory increase as the pandemic subsides, or will inventory decrease further in 2021? Tracki...

Seven High Frequency Indicators for the Economy

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These indicators are mostly for travel and entertainment.    It will interesting to watch these sectors recover as the vaccine is distribute...
Sunday, January 17, 2021

January 17 COVID-19 Test Results

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Note: It is possible the 7-day average cases has peaked. Stay safe! I'm looking forward to not posting this data in a few months. Th...