The Census Bureau report released today shows housing starts for last month were 1,253,000 and permits came in 1,220,000. […]
Economics
The most frequent question I got in 2019, (aside from the ubiquitous query if America is going into […]
Today the Bureau of Labor Statistics reported jobs data for June 2019. Payroll jobs grew at 224,000, which […]
I wanted to write an extended essay about why the recession bears failed so severely in this record-breaking […]
Today I was interviewed on Bloomberg for my take on the new home sales data and national home […]
In 2018 I wrote: “I expect to see a negative 3% to 1% growth in new home sales in […]
At the end of 2017, my forecast was for yields to invert in 2018. Typically that is a […]
