Wholesale Sales Continue to Slide: Commodities are the hardest hit
The Latest Employment Report: Not as bad as previous months, but still not good
Does a Decline in Initial Jobless Claims Signal the Recessions End? A discussion of the impact of initial, continuing, and net jobless change
Regional Disparity in Unemployment Rates: The West Coast is faring poorly in this recession
CMBS Loan Performance: Transfers to Special Servicing are up sharply
Will the Recession End in a Few Months? Two economic forecasters think so
Can the Economy Function Without Securitization? This post argues restoring securitization markets should be a top priority.
Commercial Real Estate Values at 2005 Levels: Moody’s Commercial Real Estate Indices indicate gains over the last four years have been reversed.
Which Way Are 10 Year Treasury Rates Headed? Two opposing views
What Will be the Shape of this Recession? V, L, or D?
Is the Cutback in Consumer Spending Abnormal? Consumer spending patterns in prior recessions
Job Loss Patterns in this Recession: An interactive map showing the geographic pattern of job losses in this recession over time
General Growth Property Bankruptcy: A set of stories exploring various aspects of the bankruptcy of the nation’s second largest mall owner.
What Direction is the Economy Headed? Russell Investment’s Economic Dashboard shows most indicators are headed in the right direction
Retail Sales Down in March: Declines in gasoline and motor vehicle sales were big contributors
Wholesale Sales Up, Inventories Down: Good news on these indicators
Why This Recession is Different: Unlike most recessions, this one is balance sheet driven
Has the Housing Market Bottomed? Builder stocks and the spread between mortgage and treasury yields are both hopeful signs
Why is Consumer Debt Declining So Sharply? An explanation for the sharp decline in credit card debt
Initial Unemployment Claims and the End of Recessions: Does the recent peak in initial unemployment claims signal we are nearing recovery?
CMBS Performance Trends and Maturities: A comprehensive look at delinquency and loss trends by vintage and asset class, and upcoming maturity risk
Martin Hellwig on the Financial Crisis: A lucid account of how relatively small subprime default losses amplified into today’s financial crisis
Real Disposable Personal Income Up: For the fifth consecutive month
The State of the Economy: A great visualization of seven economic indicators showing normal levels, where we are, and the direction we’re going
Personal Consumption Expenditures Positive for February: Good news on this key indicator.
Post Recession Employment Trends: How long does it take for employment to recovery after a recession ends?
Cap Rate Closing/Asking Gap: The spread between asking and closing cap rates is widening.
Maturing Loans Are Coming Home to Roost: The looming problem of maturing income property loans with no exit strategy
Reflation: The risk of deflation has diminished.
Has the Economy Hit Bottom Yet? Probably not, but the rate of decline is slowing.
Recession Proof Industries: Government and health care do best
Layoffs versus Quitting: Despite the economic downturn, more people quit than are laid off in most industries
Has the Decline in Retail Sales Stabilized? Charts showing retail sales trends
Wholesale Sales Decline: Wholesale sales by sector; durable goods show the biggest declines
Inventories are Declining Rapidly: A major inventory correction is underway
Price Stickiness and the CPI: The components of the CPI change at very different rates
A Long Recession Ahead?: The decline in household wealth could mean this recession will be a long one
Employment Decline, Recession, and Depression: A comparison of employment declines between this recession, 1981, and the Great Depression.
Credit Crunches and Small Business Finance: How small businesses are financed, and what happens in a crunch
Is the Pace of Layoffs Declining? Trend data from October, 2008 says maybe
February Economic Summary in Graphs: A summary of real estate and economic trends from Calculated Risk
This Recession in Perspective: Charts from the Minneapolis Fed which compare this recession to others from many perspectives
Credit Crisis Indicators: Some progress has been made
Is the Worst Over?: Mounting statistical evidence the worst of the recession may have passed
Paul Volcker on This Recession: What caused it, what’s different this time, how to prevent it from happening again
How Bad is the Employment Picture, Really? Recession comparisons using Payroll Employment versus Household Employment data (hint: payroll employment is a better data source)
How This Recession is Different: Consumer, bank, and business balance sheets are much more leveraged then previous recessions
Real Disposable Income Up: The savings rate also improved in December
Significant Fall in Domestic Demand: The worst decline post-WWII
Retail Store Opening and Closings: Good information on trends in openings and closings by retail sector
Sharp Contraction in Trade: Both imports and exports have gone off a cliff
Jobs Forecast by State and Sector: Interactive map and charts of a Moody's Economy.com forecast of job loss/gain by sector and state through 2012
The Housing Market: 1982 versus 2009: A comparison of our current situation with the situation in 1982
The Behavior of LIBOR in This Economic Crisis: Very detailed discussion of LIBOR and its recent movements
Upcoming Economic Indicator Releases: A useful calendar of upcoming economic indicator releases, with links directly to the data sites.
