Data and Analysis
Job openings outperform, hiring stalls in January
Labor market remains slow but stable as job openings rise, separations fall slightly
Labor market remains slow but stable as job openings rise, separations fall slightly
Early March survey data shows improving consumer attitudes were ‘completely erased’ by start of Iran war
Core PCE rose by 3.1% in January, with the all-items index remaining well above the Fed’s target
But negative equity levels rose amid concentrated home price declines
Recent growth in purchase activity will face test following economic fallout of Iran war
Foreclosure levels remain historically low as FHA serious delinquency rate nears 5%
Souring sentiment, declining permits and rising volatility are likely to remain near-term headwinds for home builders
Affordability strains persist nationwide even as price gains and mortgage payments ease
The non-QM sector experienced consistent growth in 2025
With Federal Reserve officials set to meet next week, war with Iran has rattled near-term inflation outlooks
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