Category Archives: Weekly Market Insight

Weekly Market Insight • Recession-Proof Trend • 7/30/13


In the good ole’ days (read: early 2000s), real estate professionals couldn’t make it through a conversation, much less an entire day, without the term “green building” coming up. The chatter has subsided a bit in recent years, perhaps causing … Continue reading

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Weekly Market Insight :: Better Than It Looks


The first of two scheduled revisions lifted fourth quarter GDP into positive territory, but just barely, to 0.1% on a seasonally adjusted annualized basis from the originally reported negative 0.1%. The details are better than the top-line growth suggests, especially … Continue reading

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Weekly Market Insight :: The Goldilocks Zone


The Institute for Supply Management’s manufacturing report released last week and the non-manufacturing report released this week show that the economy is on stable footing. The two ISM reports are valuable for their timeliness, released on the first and third … Continue reading

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Loan Delinquencies Recede


Loan delinquencies receded across major lender types in the third quarter according to the Mortgage Bankers Association. Delinquency rates were lowest for life companies at 0.12% and highest for CMBS at 8.86%, although the criteria used to measure delinquency are … Continue reading

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Do Consumers Know Something That Businesses Don’t?


Consumer and business confidence measures are heading in opposite directions. Consumers are feeling more upbeat just in time for the holiday shopping season according to the latest release from the University of Michigan Consumer Sentiment Survey. But business confidence as … Continue reading

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Weekly Market Insight :: Third Quarter GDP Better Than Expected But Misleading


Third quarter GDP clocked in at 2.0% at an annualized rate according to the “advance” (first of three) estimates from the Bureau of Economic Analysis. This was better than expected and better than the 1.3% second quarter rate, but it … Continue reading

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Weekly Market Insight :: Retail Sales Strong But Deceptive


At first glance, the August report on retail sales from the Census Bureau looks solid with sales rising by a robust 0.9%, the best performance since February. But the top-line number is deceptive because it was driven by robust sales … Continue reading

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