ONE-TWENTY TWO: Trading Financial Markets
Exploring the poetry in financial markets for students of money and economy since the year 2000.
Housing Market Intro and Summary What happened in the housing market for June, 2025? The spring housing market slipped further, reinforcing a trend of deepening weakness. Inventories continued to surge while both prices and mortgage rates remained elevated. Builders are pulling back, permits are declining, and buyer demand is soft. The housing market’s deteriorating momentum … Read more
Housing Market Intro and Summary What happened in the housing market in May, 2025? Tariff pressures and economic chaos subsided, yet the stocks of home builders did not benefit as spring failed to deliver sufficient demand to meet soaring inventories. Mortgage rates trended higher again and home prices continued higher. While new home sales reached … Read more
Stock Market Commentary The market ended the week on a quiet cliffhanger as major indices hovered under critical resistance levels. A defining theme was the muted reaction to major headlines, particularly around trade and stagflation risks. Despite the looming shadow of stagflation – a term not explicitly mentioned but clearly implied in last week’s Fed … Read more
Housing Market Intro and Summary What happened in the housing market in April, 2025? Macro-economic headlines and conditions dominated the environment with tariff pressures and chaos at the center. The economic uncertainty cascading from the burden of tariff policy permeated results from homebuilder and consumer sentiment, housing starts, and existing home sales. New home sales … Read more
Housing Market Intro and Summary What happened in the housing market in March, 2025? The bear market deepened for housing related stocks as they fell off the edge of a deeper malaise. Growing economic warfare between the U.S. and the world and the resulting chaos is adding to housing woes along with the usual culprit … Read more