Weekly average 30-year fixed rate mortgage: Ticking up slightly in recent weeks.
This analysis and data were compiled by our friend Patrick Carlisle at Compass.
Stock markets have had a few volatile weeks due to AI bubble concerns, over which there is vehement disagreement among analysts and industry pundits. As of mid-day today (EST), the S&P and Nasdaq are up about 1% from yesterday.
In my last update, I mentioned the "cyclically-adjusted price to earnings (CAPE) ratio" as one respected method of evaluating stock markets. I found the historical data to create the below chart, updated as of 11/1/25.
A new jobs report through September was just released. As mentioned in the past, the latest numbers are often revised so substantially in subsequent months that I don't know why economists, investors and analysts consider them reliable.
Consumer Sentiment as measured by the University of Michigan Consumer Surveys remains near a 45-year low, due to substantial concerns about prices, personal finances, inflation, and, increasingly, job security.