TravCo Real Estate and Economic Reports

09/04/2025

08/17/2025

Veggie-flation strikes!

There was a 38.9% increase in wholesale prices for fresh and dry vegetables from June to July, the largest monthly
jump ever recorded in a summer month. 

08/13/2025

The bond market is optimistic about September cuts but I don’t share the current optimism. They seem to be zeroed in on inflation and it’s rising. Would need more terrible jobs numbers for cuts to happen

08/10/2025

This gap must close for a healthy housing market to exist

08/08/2025

U.S. limited-service chain same-store sales from last quarter:

McDonald's 2.5%
Starbucks -2%
Taco Bell 4%
Wendy's -3.6%
Burger King 1.5%
Domino's 3.4%
Chipotle -4%
Pizza Hut -5%
KFC -5%
Popeyes -0.9%
Jack in the Box -7.1%
Del Taco -2.2%
Papa Johns 1%
Dutch Bros 6.1%
Sweetgreen -7.1%
Potbelly 3.6%

08/08/2025

Ground beef crypto!

07/21/2025

📊 Summary Table
Retailer Price per Pound Notes
Costco $3.29–$4.39 Best bulk deal via chub; package at $4.27
H‑E‑B $5.71 Fresh 80/20 chuck
Target $6.69 Good & Gather brand
Walmart $6.93 80/20 fresh ground beef
Kroger $6.99 80/20 store brand

07/21/2025

📊 Summary Table
Retailer Size (oz) Total Price Unit Price ($/oz)
Costco 43.5 l $19.85 l $0.46
Walmart 40.3 l $19.24 l $0.48
H‑E‑B 40.3 l $20.01 l $0.50
Target 25.9 l $14.39 l $0.56
Kroger 25.9 l $14.99 l $0.58

07/16/2025

CPI Numbers Bad
Today's numbers good
Brutal drop in mortgage applications

07/09/2025

Copper is offically at an all time high, and more expensive here than anywhere else in the world due to import tariffs on the metal. This will increase the cost of many things across the construction industry and beyond

07/03/2025

Jobs numbers are still weak but today beat expectations and the unemployment rate fell. This has caused yields to rise as the expectation is this pushes back rate cuts a month