Economic & Housing Weekly Note Archive
Below you will find an archive of the Economic & Strategic Research Group's weekly snapshot of current macroeconomic and housing data.
December 11, 2020 Weekly Note
Small Business Optimism Falls by the Largest Amount Since AprilDecember
Small Business Optimism Falls by the Largest Amount Since April
Job Growth Decelerates as Retail Trade Employment Falls for the First Time Since April
November
Consumers Continue to Spend, Even with Less Disposable Income
Retail Sales Decelerate While Housing Continues to Impress
Surge in COVID-19 Cases Poses Threat to Business and Consumer Sentiment
Despite Further Job Gains, a Complete Labor Market Recovery Not Likely to Occur Soon
October
Despite Historic Increase in GDP, Long Road to Recovery Remains
Existing Home Sales and Housing Starts Continue to Exceed Expectations
Retail Sales and Consumer Sentiment Increase
Service Sector Solidly in Expansion Territory
Payroll Employment Rises While Housing Data Suggest Further Strength in the Coming Months
September
Home Sales Impress, Though Inventories Remain at Record Lows
Single-Family Housing Starts and Permits Both Climb to Over One Million Units
Small Businesses’ Optimism Rises, Though Outlook and Sales Expectations Decline
Manufacturing and Service Sector Activity Continue to Expand
August
Despite Soft Consumer Sentiment, Housing Data Continues to Surprise to the Upside
Housing Activity Continues Its Upward Climb
Recovery Continues, Though Retail Sales Growth Decelerates and Consumers Remain Pessimistic About Future Economic Conditions
Payroll Employment Continues to Increase, Though Pace of Improvement Is Slowing
July
Historic GDP Report Underscores Depth of the Recession
Housing Paints a Picture of Resiliency, For Now
June Data Paints a Picture of Recovery, but July Consumer Sentiment Highlights Downside Risks
Service Sector Returns to Expansionary Territory
Labor Market Recovers Further in June
June
Consumption Increases as Businesses Reopen
Retail Sales Partially Bounce Back as the Economy Reopens
Consumer and Business Sentiment Rise, but Uncertainty Remains
Unemployment Posts Surprise Decline in May
May
Consumption Poised to Grow as States and Businesses Begin to Reopen
Housing Activity Falls Sharply in April, Though There Are Signs of a Rebound
Retail Sales Continue to Fall, Supporting Our Forecast of a Significant Contraction in Q2 Consumer Spending
Significant Contraction in the Job Market as Coronavirus-Related Shutdowns and Layoffs Continue
The Fed Focuses on Program Rollout as Q1 GDP Contracts by Most Since 2008
April
Home Sales Fall in the Wake of Economic and Coronavirus-Related Uncertainty
Retails Sales and Industrial Production Reports Show Declines as the Virus Continues to Impact Businesses
Consumer and Business Confidence Fall in Response to the Coronavirus
Payroll Employment Falls by Most Since 2009, Unemployment Rate Jumps by Largest Amount in 45 Years
March
Jobless Claims Surge as Businesses Close in Response to the Coronavirus
Emergency Rate Cut Brings Federal Funds Rate Back to the Zero Bound
Resilience of the Economy and Consumers Tested by the Coronavirus
Job Growth Rises Well Above Consensus Expectations, Though Risks Remain
February
Housing Continues to Show Strength, Too Early to Measure the Effects of Coronavirus
Housing Starts and Existing Home Sales Pull Back Less Than Expected
A Warm January Boosts Retail Sales While Weighing on Industrial Production
Job Growth Hits the Ground Running to Start Off 2020
January
Fed Remains on Hold as 2019 Growth Comes in Solid
Existing Sales Rise While Inventories Hit Record Lows
Single-Family Housing Starts Breach One Million Units
Employment Report Not Expected to Change Fed's "Wait and See" Approach
Housing Likely to End 2019 with a Bang