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Insights Library

Existing single-family home sales continue to decline.

The two main reasons we monitor the housing market are for insights into the rates of change in prices and...
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Keeping Up With the Consumer

The prophesized doom and gloom 2023 recession has yet to rear its ugly head. Many analysts are pushing the prediction...
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Consumer spending headwinds

Following the onset of pandemic, outside of the three large fiscal transfer payments sent to U.S. households, there were several...
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“Shrinking Margins”

If you listened to any of the large retailers’ earnings calls this past quarter you may have heard the term...
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Reviewing the direction of the S&P 500 index around rate cuts.

To simplify the complex, theoretically rate hikes should occur in expansionary periods and rate cuts should occur in contractionary periods....
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Framing up a soft-landing scenario.

With the soft-landing scenario moving back into the spotlight, we will review where the key soft-landing indicators are at today...
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Global PMI data has not improved through the first two months of Q3 2023.

Last week, we received the S&P Global Flash PMI data for the month of August. This data has historically been...
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Cap rates are on the rise – When will they stabilize?

After over a decade of continuous year-over-year property value growth, prices have been falling over the course of 2023 nationwide....
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