The Office is Still Dying
July 8, 2025 | Sam Rines
The global economy changed in the wake of Covid in numerous ways. For some sectors, it has been a long-term boom.
The Apartment Squeeze: Less Space, Higher Rent
July 7, 2025 | John Kulis
The average and median square footage of new apartment units in the U.S. has decreased each year since 2020.
The Composition of Retirement Assets in Q1 2025
July 7, 2025 | Kylie Leverenz
According to Investment Company Institute, Total Retirement Market Assets were $43.4 trillion in Q1 2025
Kids Never Leaving Home?
July 7, 2025 | Kylie Leverenz
According to data from the U.S. Census Bureau, 18.70% of young men and 12.90% of young women lived with their parents in 2024.
Sellers Outnumber Buyers in the Housing Market
June 3, 2025 | Kristen Radosh
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.
Examining Fed Sentiment After FOMC Meeting Minutes
June 2, 2025 | Kristen Radosh
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.
A Focus on Jobs Data
June 2, 2025 | John Kulis
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.
Credit Card Delinquencies Trend Higher
June 2, 2025 | Kylie Leverenz
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%.
The Export Giant … The US
April 8, 2025 | Sam Rines
There are far too many tariff headlines. At one moment, the tariffs are being lifted. At another, the tariffs are being increased.