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Calculated Risk



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Most recent sizable change (text, html) : 2013-05-24 11:21
Most recent change (text, html) : 2013-05-24 11:21
Last checked for changes: 2013-05-24 11:21
ChangeDetection started monitoring: 2008-02-01 11:21

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View changes:  2013-05-24 11:21    1845 new words, 1971 deleted words, 74% change   
... Twitter | RSS Feed ThursdayFriday, May 2324, 2013 A few comments on New Home Sales Update: The Two Bottoms for Housing by Bill McBride on 5/2324/2013 12:47:00 01:13:00 PM Obviously By request, I've updated the new home sales report graphs in this morning was solid post with sales above expectations and ... revisions to prior monthsthe most recent data. Last year when I try not to react ... month to month ups ... Twitter | RSS Feed Friday, May 24, 2013 Update: The Two Bottoms for Housing by Bill McBride on 5/24/2013 01:13:00 PM By request, I've updated the graphs in this post with the most recent data. Last year when I wrote The Housing Bottom is Here and Housing: The Two ... I pointed out there are usually two bottoms for housing: the first for new home sales, housing starts and residential investment, and the ... Twitter | RSS Feed Thursday, May 23, 2013 A few comments on New Home Sales by Bill McBride on 5/23/2013 12:47:00 PM Obviously the new home sales report this morning was solid with sales above expectations and ... revisions to prior months. ... I try not to react ... month to month ups and downs; the key points right now are that sales are increasing ... probably continue to increase for some time. Now ... four months of data ...    more...

View changes:  2013-05-23 11:21    1908 new words, 1878 deleted words, 73% change   
... Twitter | RSS Feed WednesdayThursday, May 2223, 2013 FOMC Minutes: Exit Strategy Discussion A few comments on New Home Sales by Bill McBride on 5/2223/2013 02:00:00 12:47:00 PM Note: I'll have more on existing Obviously the new home sales report this morning was ... with sales above expectations and Bernanke's testimony later todaysignificant upward revisions to prior months. From the Fed: ... ... Twitter | RSS Feed Thursday, May 23, 2013 A few comments on New Home Sales by Bill McBride on 5/23/2013 12:47:00 PM Obviously the new home sales report this morning was ... with sales above expectations and significant upward revisions to prior months. I try not to react too much to ... the month to month ups and downs; the key points right now ... that sales are increasing and will probably continue to increase for some time... Twitter | RSS Feed Wednesday, May 22, 2013 FOMC Minutes: Exit Strategy Discussion by Bill McBride on 5/22/2013 02:00:00 PM Note: I'll have more on existing home sales ... and Bernanke's testimony later today. From the Fed: ... which the Committee issued to clarify how it intended to normalize the stance and conduct of monetary policy ... with some details about the timing and sequence of specific steps the Committee expected ...    more...

View changes:  2013-05-22 11:21    1933 new words, 1836 deleted words, 74% change   
... Twitter | RSS Feed TuesdayWednesday, May 2122, 2013 ATA Trucking Index decreases slightly in April FOMC Minutes: Exit Strategy Discussion by Bill McBride on 5/2122/2013 12:39:00 02:00:00 PM This is a minor indicator that I followNote: I'll have ... Bernanke's testimony later today. From ATAthe Fed: ATA Truck Tonnage Index Fell 0.2% in Minutes of the Federal Open Market Committee, April 30-May 1, ... Twitter | RSS Feed Wednesday, May 22, 2013 FOMC Minutes: Exit Strategy Discussion by Bill McBride on 5/22/2013 02:00:00 PM Note: I'll have ... Bernanke's testimony later today. From the Fed: Minutes of the Federal Open Market Committee, April 30-May 1, ... the exit strategy: After the policy vote ... principles that were published in the minutes of the Committee's June 2011 meeting . Those principles, which the Committee issued ... Twitter | RSS Feed Tuesday, May 21, 2013 ATA Trucking Index decreases slightly in April by Bill McBride on 5/21/2013 12:39:00 PM This is a minor indicator that I follow. From ATA: ATA Truck Tonnage Index Fell 0.2% in April The American Trucking Associations ... Index fell 0.2% in April after rising 0.9% in March . (The 0.9% ... reported on April 23, 2013.) In April, ... the SA index equaled 123.2 ... versus 123.5 in March...    more...

View changes:  2013-05-21 11:21    1899 new words, 1056 deleted words, 70% change   
... Twitter | RSS Feed MondayTuesday, May 2021, 2013 Lumber Prices decline Sharply over last month ATA Trucking Index decreases slightly in April by Bill McBride on 5/2021/2013 01:12:00 12:39:00 PM Just over This is a month ago minor indicator that I mentioned that lumber prices were nearing follow. From ATA ... .) In April, the housing bubble highsSA index equaled 123.2 ... versus 123.5 in March. ... Twitter | RSS Feed Tuesday, May 21, 2013 ATA Trucking Index decreases slightly in April by Bill McBride on 5/21/2013 12:39:00 PM This is a minor indicator that I follow. From ATA ... .) In April, the SA index equaled 123.2 ... versus 123.5 in March. The highest level on ... Compared with April 2012, the SA index was up 4.3% , which is the largest year-over-year gain since January of this year (4.7 ... Year-to-date, compared with ... Twitter | RSS Feed Monday, May 20, 2013 Lumber Prices decline Sharply over last month by Bill McBride on 5/20/2013 01:12:00 PM Just over a month ago I mentioned that lumber prices were nearing the housing bubble highs. Since then prices have declined sharply, with prices off about 20% from the recent highs. Some of ... the decline could be related ... additional supply coming on the market, ... and some due to less ...    more...

View changes:  2013-05-20 11:21    1019 new words, 3619 deleted words, 78% change   
... Twitter | RSS Feed SundayMonday, May 1920, 2013 Research Notes: Fiscal ... to Q2 GDP Lumber Prices decline Sharply over last month by Bill McBride on 5/1920/2013 11:02:00 AM 01:12:00 PM Some brief excerpts Just over a month ... off about 20% from two research notes released this weekthe recent highs. The fiscal drag is ... fade towards the end Some of the year. Right now ... 2 is tracking close ... Twitter | RSS Feed Monday, May 20, 2013 Lumber Prices decline Sharply over last month by Bill McBride on 5/20/2013 01:12:00 PM Just over a month ... off about 20% from the recent highs. Some of the decline could be related to additional supply coming on the market, and some due to less buying from China ... has pulled back significantly on buying North American lumber). On additional supply, two months ago the ... Twitter | RSS Feed Sunday, May 19, 2013 Research Notes: Fiscal ... to Q2 GDP by Bill McBride on 5/19/2013 11:02:00 AM Some brief excerpts from two research notes released this week. The fiscal drag is ... fade towards the end of the year. Right now ... 2 is tracking close to 2% GDP growth ... : Earlier this year, we expected fiscal policy to weigh on growth most heavily in ... 2 and Q3, when sequestration, other federal spending reductions, and ...    more...


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