Last Week in Review: There was surprising news from the Fed. Plus inflation remains tame while housing continues to strengthen.
Forecast for the Week: This week's calendar is busy, with key news on inflation, housing, Gross Domestic Product and more.
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 Another full week of economic reports is ahead, with news on inflation, housing, Consumer Confidence and more.
- Housing data is plentiful this week. First up, the S&P/Case-Shiller     Home Price Index will be released on Tuesday, followed by New Home     Sales on Wednesday and Pending Home Sales on Thursday.
- Tuesday also brings Consumer Confidence. The Consumer     Sentiment Index will be delivered on Friday.
- Durable Goods Orders     will be released on Wednesday. This report measures orders for items that     last for an extended period of time.
- Weekly Initial Jobless Claims will be reported as usual on Thursday.
- Also on Thursday, we will see the third and final     estimate of Gross Domestic Product for the second quarter. The     initial reading was a rather weak 1.7 percent while the second reading     came in at 2.5 percent.
- Ending the week, look for Personal Income and     Spending along with Personal Consumption Expenditures, the     Fed's favorite read on inflation, on Friday.
Remember: Weak economic news normally causes money to flow out of Stocks and into Bonds, helping Bonds and home loan rates improve, while strong economic news normally has the opposite result. The chart below shows Mortgage Backed Securities (MBS), which are the type of Bond that home loan rates are based on.
When you see these Bond prices moving higher, it means home loan rates are improving -- and when they are moving lower, home loan rates are getting worse.
To go one step further -- a red "candle" means that MBS worsened during the day, while a green "candle" means MBS improved during the day. Depending on how dramatic the changes were on any given day, this can cause rate changes throughout the day, as well as on the rate sheets we start with each morning.
As you can see in the chart above, the Fed's decision not to taper its Bond purchases led to a huge rally. I'll be watching closely to see if Bonds and home loan rates can hold on to these improvements.
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