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Thoughts From The Divide - Archive

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Posts in Housing
Labor Pressure and Housing - August 6, 2019

Amid trade tweet turmoil, the latest JOLTS data is a source of relative calm, with “little changed” used 20 times and Job Openings continuing to outnumber Total Unemployed. The housing market is feeling the heat from the labor market as shortages across construction occupations are at record levels and continue to cause problems for affordability.

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Déjà Vu: SBOI and Flipping - May 14, 2019

Recent news is giving us deja vu. The NFIB's SBOI data shows employment metrics are back near all-time highs. And house flipping is back in the news, with both small and large speculators taking some losses, but CoreLogic's report on flipping shows it's not yet time to be worried.

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Complicated Housing & Fed Preparation - April 23, 2019

The divergence in recent housing data both across price points and between new and existing housing imply complex dynamics going on under the surface. Also, while the Fed has cooed before, an ex-Fed president has gone as far as to say that the next move should be a rate cut.

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Cause and Effect - January 29, 2019

Jerome Powell and the Federal Reserve do not see the Fed Balance Sheet runoff creating problems, but the tide may be changing as QT may reverse the virtuous cycle created by QE. Recent housing data has further shown mixed signals and the government is a bit worried about mortgage lenders.

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