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Forecasting

 

  • Evidence suggests U.S. house price/rent ratio, real home prices to decline

    The ratio of house prices to rents in the U.S. has risen 20 percent since first quarter 2020, coinciding with the beginning of the pandemic. The ratio is near its previous high in 2006. The future course of inflation may well be influenced by how this now-lofty ratio reverts to a more usual level.

  • Is inflation still slowing? Early 2025 data pivotal to outlook

    January inflation data were stronger in 2023 and 2024 than forecasters expected, even after more encouraging results had been reported for the ends of 2022 and 2023. Rather than reflecting seasonal adjustment difficulties, this pattern may be caused by a large share of firms changing prices at the start of a new year.

  • Texas Employment Forecast

    The Texas Employment Forecast indicates jobs will increase 1.6 percent in 2025, with an 80 percent confidence band of 0.8 to 2.4 percent.

  • Texas Employment Forecast

    The Texas Employment Forecast estimates jobs will increase 1.6 percent in 2024, with an 80 percent confidence band of 1.5 to 1.7 percent.

  • Rising unemployment doesn’t counter signs of strong GDP growth

    Real (inflation-adjusted) GDP grew strongly during the second and third quarters of 2024, increasing at an annualized pace of 2.9 percent. Yet, the unemployment rate also rose 0.4 percentage points, an unusually large amount except during recessions.

  • Texas Employment Forecast

    The Texas Employment Forecast estimates jobs will increase 2.2 percent in 2024, with an 80 percent confidence band of 2.0 to 2.4 percent.

  • Texas Employment Forecast

    The Texas Employment Forecast estimates jobs will increase 2.5 percent in 2024, with an 80 percent confidence band of 2.3 to 2.7 percent.

  • Rising unemployment does not mean recession is inevitable

    The sort of increase seen in the U.S. unemployment rate over the past year is an oft-noted predictor of recession. Yet, forecasters currently expect only a modest increase in unemployment with no recession. Is this a reasonable expectation, and if so, how is this unemployment episode different from others?

  • Texas Employment Forecast

    The Texas Employment Forecast estimates jobs will increase 2.2 percent in 2024, with an 80 percent confidence band of 1.9 to 2.5 percent.

  • Texas Employment Forecast

    The Texas Employment Forecast estimates jobs will increase 1.9 percent in 2024, with an 80 percent confidence band of 1.4 to 2.4 percent.