#economic-forecast

#economic-forecast

The housing market shows slight improvement due to increased supply and lower purchase prices, despite recent mortgage rate increases.

The labor market remains solid but is softening to stabilize mortgage rates.

Job growth persists in health care and government, contrasting with manufacturing declines.

Mortgage rates may require a shift in labor market dynamics or lower Fed rates to fall below 6%.

The Fed's policies significantly influence the bond market, particularly the 10-year yield.

Resilience in the labor market indicates potential economic stability despite nearing recession.

Economic data showing improvement is leading to rises in mortgage rates and 10-year yields.

Global sales of personal luxury goods are expected to shrink in 2025, potentially impacted by tariffs and global economic challenges.

Despite economic volatility, UK retail sales are forecast to grow in Q2, though growth will be limited and gradual.

Goldman Sachs predicts S&P 500 could reach 6,500, fueled by strong earnings but jeopardized by geopolitical tensions and inflation risks.

Disney's stock has dropped over 16% despite strong earnings, indicating market volatility and investor concerns about future performance.

UK GDP growth unexpectedly expanded by 0.5% in February, much higher than forecasts.

The UK economy experienced a slight growth in August, indicating potential recovery despite broader challenges.

Business confidence has declined due to rising tax concerns, jeopardizing investment and overall economic stability in the UK.

The UK economy expanded by 0.3% in 2023, tripling previous growth estimates, indicating a quicker recovery than anticipated.

Bank of England may reduce interest rates significantly due to slowing economic activity and inflation.

Tri Pointe Homes anticipates a strong spring selling season driven by home demand, despite ongoing supply challenges in the housing market.

Foreclosure auction sales forecasted to drop to 69,000 this year, influenced by economic conditions.

Higher unemployment could lead to more delinquencies, but auction volumes won't rise soon.