Realtor .com Reports Median Listing Price Down Year-over-year www.calculatedriskblog.com/2025/11/real... "The median listing price fell 1.0% year-over-year"

Census "The U.S. Census Bureau is updating its economic indicator release calendar in coordination with other agencies and the Office of Management and Budget to address the impacts of the recent lapse in federal funding. We will provide the updated release schedule as soon as it becomes available."

Part 2: Current State of the Housing Market; Overview for mid-November 2025 calculatedrisk.substack.com/p/part-2-cur...

Part 1: Current State of the Housing Market; Overview for mid-November 2025 calculatedrisk.substack.com/p/part-1-cur...

MBA: Mortgage Applications Increase in Latest Weekly Survey www.calculatedriskblog.com/2025/11/mba-...

2nd Look at Local Housing Markets in October calculatedrisk.substack.com/p/2nd-look-a...

Negative equity increasing especially in Florida and parts of Texas.

November ICE Mortgage Monitor: Home Prices "Firmed" in October, Up 0.9% Year-over-year calculatedrisk.substack.com/p/november-i...

Housing November 10th Weekly Update: Inventory Down 1.7% Week-over-week www.calculatedriskblog.com/2025/11/hous...

AAR Rail Traffic in October: Carloads Flat, Intermodal Down www.calculatedriskblog.com/2025/11/aar-...

Wholesale Used Car Prices Declined in October; Unchanged Year-over-year www.calculatedriskblog.com/2025/11/whol...

Goldman: "We estimate that seasonally adjusted initial jobless claims increased to about 228k for the week ended November 1st by combining the Department of Labor (DOL)’s pre-released seasonal factors with this afternoon’s release of state-level claims."

Cotality: House Price Growth Slowed to 1.2% YoY in September www.calculatedriskblog.com/2025/11/cota...

Every month for the last 77 years, the Bureau of Labor Statistics has estimated Americans' unemployment rate This streak dies tomorrow Govt staff could not survey Americans about whether they're working or looking for work in Oct, the 1st time in 934 months This blind spot will remain forever

Hotels: Occupancy Rate Decreased 2.6% Year-over-year www.calculatedriskblog.com/2025/11/hote...

1st Look at Local Housing Markets in October calculatedrisk.substack.com/p/1st-look-a...

Q3 NY Fed Report: Mortgage Originations by Credit Score, Foreclosures Increase Slightly calculatedrisk.substack.com/p/q3-ny-fed-...

NY Fed Q3 Report: Household Debt Increased $197 Billion in Q3; Delinquencies "Elevated" www.calculatedriskblog.com/2025/11/ny-f...

ISM® Services Index Increased to 52.4% in October; Prices Paid Very High; Employment in Contraction for Fifth Consecutive Month www.calculatedriskblog.com/2025/11/ism-...

Private employers added 42,000 jobs in October adpemploymentreport.com "Private employers added jobs in October for the first time since July, but hiring was modest relative to what we reported earlier this year."

MBA: Mortgage Applications Decrease in Latest Weekly Survey www.calculatedriskblog.com/2025/11/mba-...

10 things to know about the property market: October 2025 www.cotality.com/press-releas...

Lawler: Single-Family Rent Trends at INVH and AMH calculatedrisk.substack.com/p/lawler-sin...

House Prices to Income calculatedrisk.substack.com/p/house-pric...

Light Vehicle Sales Decreased to 15.3 Million SAAR in October; Lowest in 15 Months www.calculatedriskblog.com/2025/11/ligh...

Fed October SLOOS Survey: Banks reported Stronger Demand for Some Loan Categories www.calculatedriskblog.com/2025/11/fed-...

Asking Rents Mostly Unchanged Year-over-year calculatedrisk.substack.com/p/asking-ren...

ISM® Manufacturing index Decreased to 48.7% in October www.calculatedriskblog.com/2025/11/ism-... This suggests manufacturing contracted for the eighth consecutive month in October. This was below the consensus forecast, and employment was weak and prices very strong.

Housing November 3rd Weekly Update: Inventory Down 1.3% Week-over-week www.calculatedriskblog.com/2025/11/hous...

Goldman: "signs are emerging that the end of the shutdown might be approaching. Missed air traffic controller and airport screener pay on Oct. 28 raises the odds of air travel delays, particularly ahead of a second pay date Nov. 10." 1/3

Update: Lumber Prices Down 3% YoY www.calculatedriskblog.com/2025/11/upda... Now, even with the tariffs, prices are down slightly year-over-year suggesting weak demand.

Schedule for Week of November 2, 2025 www.calculatedriskblog.com/2025/11/sche...

Q3 GDP Tracking: Flyin' Blind is Scary! www.calculatedriskblog.com/2025/10/q3-g...

Here are the 30 worst performing CBSAs in the Freddie house price index (leads Case-Shiller) ...

Freddie Mac House Price Index Up 1.0% Year-over-Year in September Punta Gorda House Prices Down Over 20% from Recent Peak calculatedrisk.substack.com/p/freddie-ma...

Goldman “We estimate that seasonally adjusted initial jobless claims decreased to about 218k for the week ended October 25th by combining the Department of Labor (DOL)’s pre-released seasonal factors with this afternoon’s release of state-level claims.”

Hotels: Occupancy Rate Decreased 3.6% Year-over-year www.calculatedriskblog.com/2025/10/hote... The hotel industry is blaming policy uncertain and administration rhetoric for the 2025 slump

Las Vegas in September: Visitor Traffic Down 9% YoY www.calculatedriskblog.com/2025/10/las-...

Inflation Adjusted House Prices 2.8% Below 2022 Peak Price-to-rent index is 10.2% below 2022 peak calculatedrisk.substack.com/p/inflation-...

BofA: "We remain comfortable with our view that the Fed will not cut rates again under Chair Powell. But it's clear that, barring a clear signal in either direction from the data, the December decision will be even more contentious than October."

Odds of Dec rate cut dropping ...

*POWELL: RATE CUT IN DECEMBER IS 'FAR FROM' FOREGONE CONCLUSION and scene

25 bps cut www.federalreserve.gov/newsevents/p... Dissents in both directions!

Fannie and Freddie: Single Family Delinquency Rate Increased in September Multi-Family Delinquency Rate Highest Since Housing Bust (ex-pandemic) calculatedrisk.substack.com/p/fannie-and...

NAR: Pending Home Sales Unchanged in September; Down 0.9% YoY www.calculatedriskblog.com/2025/10/nar-...

MBA:Mortgage Applications Increase in Latest Weekly Survey www.calculatedriskblog.com/2025/10/mbam...

Another 20" to 30" of rain forecast for Jamaica mountains.

Dallas Fed services comments are LIT this month "generally antibusiness policies being championed by Republican lawmakers and the Trump administration" www.dallasfed.org/research/sur...

Newsletter: Case-Shiller: National House Price Index Up 1.5% year-over-year in August calculatedrisk.substack.com/p/case-shill...