EconomicsA Dream Run for Homebuilders Is EndingA rise in the number of existing houses for sale should soften prices, making the environment more competitive for new construction.
EconomicsWho’s Waiting on the Fed? Not the Credit MarketLending and bond-market activity are climbing as bankers and investors focus on the salubrious effects of rate cuts to come.
EconomicsSqueezing Realtors Is Just What the Housing Market NeedsCommissions are in a state of flux, but one immediate outcome should be increased transactions that will get the property market moving again.
EconomicsPandemic Homeowners Are the New Envied (and Hated?) EliteThe high inflation and rock-bottom mortgage rates of just a few years ago created a different form of inequality, complicating the Fed’s job.
EconomicsNeed to Sell Your House? It’s Time to HustleSellers are finally giving up the wait, driving up inventory levels and handing negotiating power back to would-be buyers in many markets.
EconomicsBoy, This Economy Is Hard to Read. Mea Culpa.I’m now sorry that I described recent signs of recovery as akin to a “dead cat bounce” that would eventually be swamped by high interest rates.
EconomicsNew York, You’re Squeezing Out the Young and AmbitiousThe city is poised to lose residents to metros where construction boomed during the pandemic years and rents are now declining.
EconomicsA Soft Landing for the US Economy Could Slip AwayBusinesses and consumers can withstand overly restrictive borrowing costs for only so long.
EconomicsThe American Economy Is a Shop Full of SurprisesThe sticker shock of the pandemic is in the rearview mirror and consumers are back to their buying ways again.
EconomicsMyrtle Beach Eyes Austin’s Boomtown CrownFalling mortgage rates will inject new life into homebuilding, but don’t expect the pandemic hot spots to be where all the action is.
EconomicsShorter Workweek Is Canary of the Labor MarketModerating inflation and still tepid demand are a difficult combination for corporate America.
EconomicsThe Fed Won’t Do Slow and Steady If the Labor Market WobblesThe central bank has shown it’s not afraid to make aggressive policy moves when inflation or a weakening economy demand.
EconomicsComing Rate Cuts Portend a 1980s-Style Economic ResurgenceFalling borrowing costs will boost large swaths of the economy that have been in recession for nearly two years.
EconomicsWe’re Finally Shaking Off Those ‘Vibecession’ FeelingsWe can wave goodbye to the gloom that weighed on consumer confidence even when the data pointed to economic strength.
MarketsThe Stock-Bond Party Is Running Out of PunchThe boom that equity investors anticipate would require an economy where aggressive interest-rate cuts are unnecessary.
EconomicsFrustrated Homebuyers Are About to Catch a BreakJanuary should provide a window of opportunity to house hunters amid falling mortgage rates and rising inventory.
EconomicsUnhappy American Consumers Will Welcome a Slower EconomyModerating inflation and borrowing costs are just what households need to lift their mood.
EconomicsThe Case for Two Fed Rate Cuts in Early 2024 Is BuildingFinancial conditions continue to tighten even as US central bankers do nothing. A failure to respond come next year will risk a recession.
EconomicsThe Job Market Slowdown Is Getting Hard to IgnoreThe payrolls data still looks fine, but under the hood are signs of deterioration for the growing number of people who are unemployed or keen to switch jobs.
EconomicsFed Needs to Forget About Inflation and Focus on JobsLabor market trends demand the attention of policymakers and possibly a few surgical interest-rate cuts next year.
