Tuesday, August 31, 2010

S&P/Case-Shiller® June Home-Price Index

The S&P/Case Shiller® composite index for the month of June was released today.

"'The monthly Composites cover June and the national index covers the second quarter, when the government’s program for first time home-buyers was winding down. While the numbers are upbeat, other more recent data on home sales and mortgages point to fewer gains ahead,' says David M. Blitzer, Chairman of the Index Committee at Standard & Poor's. 'Even with concerns about near term developments, we recognize that the housing market is in better shape than this time last year. Further, California’s cities have moved from some of the hardest hit to three of the four leading cities based on year-over-year gains. Among the other hard hit cities, the news is also a bit encouraging – Las Vegas, however, remains among the weaker cities. 'Seventeen of the 20 MSAs and both Composites saw home prices increase in June over May – Las Vegas was down 0.6%, Phoenix and Seattle were both flat. Through the second quarter, 15 of the 20 MSAs and both Composites have positive annual growth rates, and no market is registering a double digit decline. The worry starts when you remember that the Homebuyers’ Tax Credit has expired, foreclosures are still at high levels, and July data on home sales and starts were very, very weak. The inventory of unsold homes and months’ supply data were particularly troubling. If this relative weakness in demand continues, it will likely filter through to home prices in coming months.'"

Northern Virginia Bits Bucket 8/31/2010

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Monday, August 30, 2010

Northern Virginia Bits Bucket 8/30/2010

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Saturday, August 28, 2010

Northern Virginia Weekend Bits Bucket 8/28-8/29, 2010

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Friday, August 27, 2010

Northern Virginia Bits Bucket 8/27/2010

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Thursday, August 26, 2010

Northern Virginia Bits Bucket 8/26/2010

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Wednesday, August 25, 2010

Northern Virginia Bits Bucket 8/25/2010

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Tuesday, August 24, 2010

Unexpectedly


The Atlantic: How Bad Was July's Plummet in Home Sales?

From CR: Existing Home Sales lowest since 1996, 12.5 months of supply

Northern Virginia Bits Bucket 8/24/2010

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Monday, August 23, 2010

Northern Virginia Bits Bucket 8/23/2010

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August 24 (tomorrow) - 10:00 AM: Existing Home Sales for July from the National Association of Realtors (NAR). The consensus is for a decrease to 4.65 million (SAAR) in July from 5.37 million in June. Take the under! Housing economist Tom Lawler is projecting 3.95 million SAAR. In addition to sales, the level of inventory and months-of-supply will be very important (since months-of-supply impacts prices).

Saturday, August 21, 2010

Northern Virginia Weekend Bits Bucket 8/21-8/22, 2010

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Friday, August 20, 2010

Northern Virginia Bits Bucket 8/20/2010

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Thursday, August 19, 2010

Northern Virginia Bits Bucket 8/19/2010

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From the AP: Stocks drop as jobless claims rise unexpectedly. They keep using that word.

Wednesday, August 18, 2010

Northern Virginia Bits Bucket 8/18/2010

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Tuesday, August 17, 2010

Northern Virginia Bits Bucket 8/17/2010

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I looked at a story about 22 miles of empty lumber transport cars in Eastern Oregon. That's a lot of empty cars. I liked the author's point about field research - when the amateur "field researchers" on the early housing bubble blogs started sharing empirical research about their regions it became obvious that a hideous national problem was developing. But the "experts" still say "hoocoodanode?"

Monday, August 16, 2010

Northern Virginia Bits Bucket 8/16/2010

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"CalculatedRisk wrote on Mon, 8/16/2010 - 9:12 am "Just when analysts think it can't get worse ... it does. How unexpected (big smile) Listening to the builder conference calls, it sounds like a funeral. Best wishes."

Saturday, August 14, 2010

Northern Virginia Weekend Bits Bucket 8/14-8/15, 2010

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Friday, August 13, 2010

Northern Virginia Bits Bucket 8/13/2010

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Thursday, August 12, 2010

Northern Virginia Bits Bucket 8/12/2010

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Wednesday, August 11, 2010

Northern Virginia Bits Bucket 8/11/2010

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Tuesday, August 10, 2010

Northern Virginia July Housing Sales

Well, posting the June sales and then leaving for the day was unintelligent. Sorry about that, everyone.

Here are the July sales. Sales are down by an average of 20% YOY in all the major counties. What do you think? Just more evidence of the tax credit pulling sales forward, or something new? Inventory's up slightly over last year everywhere, too.

Calculated Risk has some notes about the FOMC action today. I liked this from the comments:

"Wally: When mortgage rates hit 1 percent I'll be able to afford the million-dollar mansion I've got my eye on. Except I'll have no job then, couldn't afford the taxes and could never sell in my lifetime because I couldn't pony up to cover the equity loss."

Northern Virginia June Housing Sales

Monday, August 9, 2010

Northern Virginia Bits Bucket 8/9/2010

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Saturday, August 7, 2010

Northern Virginia Weekend Bits Bucket 8/7-8/8, 2010

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Friday, August 6, 2010

Northern Virginia Bits Bucket 8/6/2010

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Thursday, August 5, 2010

Northern Virginia Bits Bucket 8/5/2010

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Wednesday, August 4, 2010

Northern Virginia Bits Bucket 8/4/2010

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Uncle! D.R. Horton conference call comments: No more tax credits!

Tuesday, August 3, 2010

Northern Virginia Bits Bucket 8/3/2010

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Monday, August 2, 2010

Northern Virginia Bits Bucket 8/2/2010

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