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Ten Economic Questions for 2025

Calculated Risk

Below are my ten questions for 2025 (I've been doing this online every year for 20 years!). economy will likely perform in 2025, and if there are surprises - like in 2020 with the pandemic - to adjust my thinking. There is significant uncertainty as to fiscal and regulatory policy in 2025. Q4-over-Q4 in 2025.

Economics 290
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Policy and 2025 Housing Outlook

Calculated Risk

Today, in the CalculatedRisk Real Estate Newsletter: Policy and 2025 Housing Outlook Excerpt: I started the year taking Fed Chair Jerome Powells approach to the impact of policy: Id wait to see what was implemented before changing my outlook. Now we know a little more. In fact, sales were down YoY.

Sales 179
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Advisor Sentiment Index: Market, Economy Begin 2025 on High Note

Wealth Management

Advisors overall optimism in the current and future state of the stock market and the economy remained high during the first month of 2025, dampened by a growing expectation of volatility over the next six months.

Economy 207
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Housing Starts and Recessions

Calculated Risk

An exception for this data series was the mid '60s when the Vietnam buildup kept the economy out of recession. The dashed line is the January 2025 seasonally adjusted annual sales rate (SAAR). from 510 thousand SAAR in January 2025. Usually when the YoY change in New Home Sales falls about 20%, a recession will follow.

Sales 309
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Monday links: liquidity constraints

Abnormal Returns

February 2025 The S&P 500 returned -1.30% in February 2025. on.spdji.com) How major asset classes performed in February 2025. standard.co.uk) Economy The good producing sector is flatlining. capitalspectator.com) Strategy A review of the times when things looked pretty bleak for the stock market.

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Sunday Night Futures

Calculated Risk

Weekend: Schedule for Week of January 5, 2025 Question #2 for 2025: How much will job growth slow in 2025? Or will the economy lose jobs? Question #1 for 2025: How much will the economy grow in 2025? Will there be a recession in 2025? Monday: No major economic releases scheduled.

Economy 147
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MBA: Mortgage Applications Increase in Latest MBA Weekly Survey

Calculated Risk

percent from one week earlier, according to data from the Mortgage Bankers Associations (MBA) Weekly Mortgage Applications Survey for the week ending February 28, 2025. From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 20.4 percent on a seasonally adjusted basis from one week earlier.