Macro Minute

Could July's slump in housing starts be attributed to severe weather, such as Hurricane Beryl that made landfall on July 8? Data suggests the national impact may be small.

In this week's post, we look at some of the survey evidence that consumers are starting to pull back on spending.

When considering the outlook for future housing services prices, examining the ratio against home prices and new tenant rents might indicate what's to come. What might the data be telling us?

With a newly developed index of payroll growth dispersion, the author shows how it differs from the BLS payroll diffusion index and discusses some implications from July's employment report.

With sentiment about the labor market appearing to soften, we explore some ways to visualize the breadth of recent jobs growth across industries.

This post looks into the components of private fixed investment and discusses what recent monthly data could be telling us for the outlook of this piece of GDP.

Would Fed rate cuts improve the outlook for homebuyers? This post examines the potential connection between policy rates and housing affordability.

The stock market is way up, and households know it. A consumption-supporting wealth effect, an overvalued stock market, and expecting strong future output growth are three possible causes.

An increase in multifamily housing supply could be contributing to a softening in rents, but historical patterns suggest an upward pressure on rent growth could be in store.

Are price increases being experienced across many categories, or is inflation mostly driven by a few stubborn categories? The PCE price index seems to suggest pricing pressure remains broad.