In this episode, C.A.R. economists unpack the crosscurrent shaping the 2026 economy, from a labor market that added 130,000 jobs in January to a slowdown in retail sales as consumers pulled back at the end of 2025. They also explore how moderating prices, rising inventory, and slowing population growth could affect the housing market in the months ahead.

In this episode, C.A.R. economists break down the 2025 housing market report card, examining December home sales, prices, and inventory trends across California. They also provide insights on the implications of the latest macroeconomic indicators and discuss the potential risks and opportunities facing the housing market in 2026.

In this episode, C.A.R. economists breakdown the Fed's latest rate cut and why policymakers are signaling only one cut in 2026. We discuss the cooling job growth, flat retail sales, and what a rising California home sales with flat prices means for the year ahead.

Join C.A.R. economists as they discuss the Fed’s recent rate cut, the Q3 housing affordability, the delayed inflation report, the latest job market update, and the current status on the government shutdown.

Join C.A.R. economists as they discuss the trade tension between U.S. and China, the on-going government shutdown, and what it means for the economy and housing market. With job growth stalling and consumer confidence fading, lower rates are giving homebuyers a boost amid uncertainty.

Join C.A.R. economists as they discuss the latest economic update and market predictions for 2025 and 2026. We also discuss the Fed’s September meeting, resilience in retail sales, and the latest CPI report.

California home sales and prices declined again in July while pending sales posted their steepest fall since November 2023. Mortgage rates, however, fell to their lowest level since last fall as the Fed suggests a possible rate cut in September. Join C.A.R. economists as they break down the latest housing market data, consumer spending and construction trends.

July’s data shows headline inflation steady at 2.7% annually while job growth slows. Tune in to listen to our economists' discussion on the latest CPI trends, labor market revisions, shifts in business confidence, and the Federal Reserve’s next move on rates in September.

Join C.A.R. economists as they discuss the second quarter GDP report, their take on the latest FOMC meeting, and the progress on recent trade deals.

In this episode, C.A.R. economists break down the latest economic data, including a modest rise in CPI while PPI remain flat. We explore why mortgage rates are trending upward, how tariffs are hitting consumers more than producers, and what these trends could mean for the housing market. We also take a closer look at June's housing report, including a drop in the median home price below $900K and another decline in pending sales.