Consumer spending is hot -- the reason? Look overseas
Nobody wants to invest in new productive capacity because China is overdoing it for the whole world
by Lou Barnes Aug 1
Payroll numbers up -- but nothing changed in rate plans
Long-term rates all over the world have been cruising lower
by Lou Barnes Jul 11
A nurse taking the pulse of a patient
Purchasing managers are often the most forward-looking of all employees in any company
by Lou Barnes Jul 8
Where are the young buyers? Surprise!
We have not witnessed a fatal generational flaw, just the inevitable back side of a bulge
by Lou Barnes May 31
Why so few low-FICO home loan applicants?
If credit is tight today, why has the rate of decline of applications fallen?
by Lou Barnes May 26
A man jumping across a narrow gap
What the numbers from HUD and the U.S. Census Bureau mean
by Lou Barnes May 25
How can the world recover from this economic slump?
Why lower rates? Chalk it up to the unending saga: the whole world slowing
by Lou Barnes May 9
Long-term rates fell last week -- the cause? Trouble overseas
The IMF (International Monetary Fund) is also an attending physician and today very much out of character, issuing warning after warning
by Lou Barnes Apr 11
Is there really a starter home price gap?
Recent research has several flaws that fooled mainstream news sites
by Lou Barnes Mar 25
After several years of working against each other, global central banks are cornered
The Federal Reserve has clearly chosen external stability over inflation risk here.
by Lou Barnes Mar 18
Stocks are up, rates rising -- what's next?
A little more than half of the January-February rate drop has now un-dropped
by Lou Barnes Mar 14
Shatter your crystal ball -- here's a better market predictor
Inman Market Intel's comprehensive data opens the door for stronger pricing models
by Bernice Ross Mar 14
If recovery's here, where's the new construction?
My beloved business partner of 20 years kept a few cartoons on her office door. The top one had a living room scene with a middle-aged couple on a sofa and opposite chair. The wife is speaking, and her caption: “Harold, I married you for your money. Where is it?”
by Lou Barnes Feb 19
'Liquidity drying up' -- another mortgage apocalypse?
All financial markets are, from time to time, victims of media stories saying that liquidity has dried up. Or the obverse of the coin: sellers are overwhelming the supply of buyers. One example: For decades, scaremongers have described the disaster which would follow liquidation of the hoard of Treasurys held by Japan or China, but in the currency instabilities of the last year, a couple of trillion-worth have been sold to defend overseas currencies from an overstrong dollar -- with no noticeable harm here at all.
by Lou Barnes Feb 15
Two types of mortgages that are MIA
Asset-heavy borrowers have more 'splainin to do.
by Lou Barnes Feb 10