Tag Archives: home sales

Schizophrenic U.S. Housing Market

Housing Smoke and Mirrors (Part 6) “It was the best of times, it was the worst of times.” Written by Adam Whitehead, KeySignals.com Click to enlarge We thought it would be amusing to start this discussion with the latest “Smoke … Continue reading

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Housing Smoke and Mirrors (5) – “Zombie Fed”

Written by Adam Whitehead, KeySignals.com In Housing Smoke and Mirrors (4), it was suggested that the bad eggs in the 2005 and 2009 Mortgage Vintages were hatching; and creating a growing systemic threat. Click to enlarge The Federal Reserve and … Continue reading

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Housing Smoke and Mirrors (4) – “The Zombie in the Room”

Written by Adam Whitehead, KeySignals.com In Housing Smoke and Mirrors (3)[i] it was suggested that there were some anomalies, in the general pattern of improving mortgage delinquencies, that deserved closer scrutiny.

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Fed Mortgage Subsidy Drives Buying Panic In Existing Homes To Bubble Levels

by Lee Adler, Wall Street Examiner The NAR Pending Home Sales data for March is a measure of current sales as of the date of the contract. It’s the closest thing we have to a real time measure of sales … Continue reading

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Case-Shiller Home Prices Growth Continues in February 2013

Written by Steven Hansen The non-seasonally adjusted Case-Shiller home price index (20 cities) for February 2013 (released today) showed the ninth year-over-year gain in housing prices since the end of the housing stimulus in 2010. Non-seasonally adjusted home prices rose … Continue reading

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Terminal Velocity (6) Update – “Flying Blind, On Fumes, With No Pilot”

Written by Adam Whitehead, KeySignals.com In Terminal Velocity (4)[i], the possibility and conditions precedent for the “Helicopter” to land at Jackson Hole were discussed. The specific landing conditions were identified in Terminal Velocity (5). These conditions were observed as a … Continue reading

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It’s A Housing “Recovery” In Orwellian Terms – Here’s The Reality

by Lee Adler, Wall Street Examiner The Commerce Department  today reported really good March home sales  relative the the past 4 years of the housing depression. Media reports included only the seasonally adjusted annualized sales rate, which was 417,000 versus a consensus … Continue reading

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Is the Federal Reserve Breeding the Next Financial Crisis?

by Ambrogio Cesa-Bianchi and Alessandro Rebucci This article was originally published in Voxeu.org Many economists think that the US Federal Reserve’s loose monetary stance in the 2000′s fueled the US housing bubble. Is the Fed thus responsible for the Global … Continue reading

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March 2013 Existing Home Sales Show Average Growth

Written by Steven Hansen The headlines for existing home sales say that sales slipped in March caused by a shortage of homes for sale. Our analysis shows sales are about average for the growth evidenced over the last 12 months. … Continue reading

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Latest U.S. Housing Smoke and Mirrors

Housing Smoke and Mirrors (3) Update – April Fools Written by Adam Whitehead, KeySignals.com In Part 1,[i] it was concluded that the US Housing Market has a pattern of improving short term delinquency fundamentals; but also that there is a … Continue reading

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Single-Family and Multi-Family Housing Starts

Single Family Housing Starts Dead But Not Dead Enough – Multifamily Hot, But Not Too Hot by Lee Adler, Wall Street Examiner Housing starts rose in March. Most of the increase was in the multifamily sector. Single family starts remained … Continue reading

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Case-Shiller Home Prices Strong Growth Continues in January 2012

Written by Steven Hansen The non-seasonally adjusted Case-Shiller home price index (20 cities) for January 2013 (released today) showed the eighth year-over-year gain in housing prices since the end of the housing stimulus in 2010. Non-seasonally adjusted home prices rose … Continue reading

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February 2013 Existing Home Sales Not As Strong As the Headlines

Written by Steven Hansen The headlines for existing home sales say that sales were stronger in February caused by “improving economy and pent-up demand”.  Our analysis shows sales are stronger – but they are in the lower quartile of growth … Continue reading

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Housing Smoke and Mirrors, Part 2

Written by Adam Whitehead, KeySignals.com In Part 1 [i], it was concluded that the US Housing Market has a pattern of improving short term delinquency fundamentals; but also that there is a latent slower deteriorating trend that will converge upon … Continue reading

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Wow! Check Out The New Home Sales Recovery Bernanke is Taking Credit For

by Lee Adler, Wall Street Examiner The media reported a 16% rise in new home sales in January to the highest level in 4 1/2 years based on data from the Commerce Department released today. The headlines were based, as … Continue reading

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Case-Shiller Home Prices Strong Growth in December 2012

Written by Steven Hansen The non-seasonally adjusted Case-Shiller home price index (20 cities) for December 2012 (released today) showed the seventh year-over-year gain in housing prices since the end of the housing stimulus in 2010. Non-seasonally adjusted home prices rose … Continue reading

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Housing Smoke And Mirrors

by Adam Whitehead, KeySignals.com The consensus opinion on the US Housing Market is that it is in recovery mode. Closer analysis of the data reveals that this recovery is artificial; and that the tools that made the recovery have built … Continue reading

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January 2013 Existing Home Sales Relatively Strong

Written by Steven Hansen The headlines for existing home sales say that sales were stronger in January, and our analysis shows sales are stronger – one of the strongest months in the last 12 months. Econintersect Analysis: Sales up 4.8% … Continue reading

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Case-Shiller Home Prices Show Strength in November 2012

Written by Steven Hansen The non-seasonally adjusted Case-Shiller home price index (20 cities) for November 2012 (released today) showed the sixth year-over-year gain in housing prices since the end of the housing stimulus in 2010. Non-seasonally adjusted home prices fell … Continue reading

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December 2012 Existing Home Sales Show Average Growth for 2012

Written by Steven Hansen The headlines for existing home sales say that sales were marginally weaker in December, but our analysis shows sales a lot weaker – but this is a comparison to relatively strong October and November sales. Econintersect … Continue reading

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