According to Redfin, there were approximately 1.94 million home sellers in the U.S. housing market compared to 1.45 million homebuyers in the U.S. housing market in April 2025, for a difference of 490,000.
We illustrate Bloomberg’s Economic Fed Sentiment Natural Language Processing Model in the chart below (expressed as an index) for the period 1/1/2024 to 5/28/2025.
With JOLTS set to be released on 6/3/2025, the following charts examine how often job cuts have been mentioned in company transcripts and by news sources.
In Q1 2025, the largest loan category with 90+ day delinquencies (out of the categories: Credit Cards, Student Loans, Other, Mortgages, Auto Loans and HELOC) was Credit Cards at 12.3%.
There are far too many tariff headlines. At one moment, the tariffs are being lifted. At another, the tariffs are being increased.
Utilizing data from Yale Budget Lab, the Top 20 Commodity Price Changes from all 2025 tariffs are outlined in the chart below.
Utilizing data from Challenger, Gray & Christmas, the first chart illustrates the relationship between job cuts/layoff announcements (blue line)
The U.S. Rental Vacancy Rate for apartments has continued to move higher, hitting 6.93% in March 2025.
For all the angst and optimism about the potential for DOGE to make progress in cutting government largess, it has yet to show up in the numbers in a truly meaningful way.