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| Bonds Not Keen To Catch Falling Knives | ||
| 7/23/2026 3:55 PM | ||
| Bonds Not Keen To Catch Falling Knives Oil lurched higher again overnight which kept generalized pressure on the bond market and the Fed rate outlook. The nearness to long-term highs had traders feeling very reluctant to step in and "buy the dip" in bond prices. This is the kind of move you"d rather see pla...Read More | ||
| Highest Rates in Over a Year, But There"s a Silver Lining | ||
| 7/23/2026 12:41 PM | ||
| Mortgage moved higher today, and while the jump was no larger than the one seen on Monday, both were "above average" and both took rates in the wrong direction. In addition, the steady weakness throughout the month of July finally resulted in yesterday"s rates match the highest level in nearly a year. In other words, it wouldn"t have taken m...Read More | ||
| Hedging, VantageScore 4.0, AI Accounting, Non-QM, Reverse Products; Higher Oil, Higher Rates | ||
| 7/23/2026 10:28 AM | ||
| There are only twelve (12) legislative days left until the November election, and today on The Big Picture attorney Mitch Kider and I will discuss what that means for lenders as well as other regulatory topics. Rates aren’t doing much. Deals continue to happen as the big get bigger (the latest example being Union Home buying AmeriTrust to shoot for...Read More | ||
| Bearish Breakout For All The Normal Reasons | ||
| 7/23/2026 8:23 AM | ||
| Welcome to post-Iran-War 2026. The only real relief for bonds since then was seen in June when there was hope that the war was over or at least winding down. Gas prices are back to multi-year highs. Inflation fears are back at the forefront. Even the ECB is flagging rate hike risks that could play out by the end of the year. This morning is se...Read More | ||
| Just Another Reasonably Bad Day For Bonds | ||
| 7/22/2026 3:52 PM | ||
| Just Another Reasonably Bad Day For Bonds Bonds had a bad day for the 3rd time this week. The weakness was reasonable in light of fuel prices hitting the highest level since 2022 by some measures. That said, the intraday correlation between bonds and oil/gas/etc wasn"t overly compelling. We continue to view...Read More | ||
| Mortgage Rates Inch Up to 11-Month High | ||
| 7/22/2026 2:47 PM | ||
| We have bad news and slightly less bad news. Starting with the latter, today"s mortgage rates are only marginally higher than they were yesterday with the average top tier 30yr fixed rate up 0.02%. The bad news is that this takes our rate index to 6.77%--the highest level since July 28th, 2025. Mortgage rates are driven by the bond market an...Read More | ||
| Servicing, Non-Agency, AI Processing Tools; Condo Turmoil Ahead? | ||
| 7/22/2026 10:43 AM | ||
| There’s always something in the news, whether it is Jimothy the raccoon in the Northwest, or the Canadian wildfire smoke in the Northeast which coincided with more tariffs directed at Canada. Homebuilders, and those who lend to them, know that materials from Canada are already subject to tariffs, but the new tariffs could affect building materials ...Read More | ||
| Just a Bit Weaker as Oil Keeps Rising | ||
| 7/22/2026 9:18 AM | ||
| For those not interested in overcomplicating things, it"s fair enough to simply observe the resurgence of hostilities in the Iran war prompting a resurgence of fuel prices and bond selling due to inflation expectations. Earnings season in equities has added to volatility in the 9:30am-10am hour on each of the past 2 mornings. We seem to be breaking...Read More | ||
| Headwinds, Cont"d | ||
| 7/21/2026 4:06 PM | ||
| Headwinds, Cont"d "Headwinds, Cont"d" could be apply to the entirety of 2022-2026 or just March-July of 2026. But let"s just focus on today"s installment. For the second day this week, there wasn"t any stellar correlation between bonds and other markets, econ data, or news headlines. Still, we wouldn"t say ...Read More | ||
| Rates Match Longer-Term High For The 3rd Time in 2026 | ||
| 7/21/2026 2:29 PM | ||
| In late July, 2025, 30yr fixed rates embarked on an excellent adventure, moving down from 6.75% on July 31st to 5.99% by late February, 2026. Since then, things haven"t been great thanks to war-related fuel price drama and stronger econ data (the supreme court ruling on tariffs didn"t help either, because it increased Treasury issuance implications...Read More | ||
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| Mortgage rates are rising again, but homebuyers are seeing some advantages | ||
| 7/22/2026 6:31 AM | ||
| Mortgage rates last week rose to the highest level since last August, but homebuyer demand climbed as well, as buyers see more supply...Read More | ||
| Property taxes are poised for major midterm elections ballot battles across many U.S. states | ||
| 7/21/2026 9:15 AM | ||
| Americans will have a rare opportunity to use votes to directly shape tax policy with 26 ballot measures on taxation across 13 states set for midterm elections...Read More | ||
| Wall Street is selling more rental homes, as buying ban takes effect | ||
| 7/22/2026 7:57 AM | ||
| The largest landlords are all net sellers year to date, with 3,180 more homes sold than bought since Jan. 1...Read More | ||
| Housing costs is the top political issue for young voters, CNBC survey finds | ||
| 7/19/2026 7:00 AM | ||
| The cost of housing is the top priority for voters ages 18 to 34, besting food and healthcare cost concerns, the CNBC All-America Economic Survey found...Read More | ||
| Homebuyer affordability slipped for fifth straight month, real estate index shows | ||
| 7/17/2026 7:08 AM | ||
| With both home prices and mortgage rates climbing since earlier this year, affording a home has become harder, according to a housing affordability index...Read More | ||
| Here's why the housing market is hurting so much this summer | ||
| 7/16/2026 3:06 PM | ||
| Mortgage rates are high, home prices at record levels, and consumers stressed — all contributing to a drop in existing home sales and builder sentiment...Read More | ||
| Mortgage rates rise to highest level in nearly a year, causing homebuyers to pause | ||
| 7/15/2026 7:13 AM | ||
| Mortgage rates moved higher last week, causing buyers to pull back, but refinancing did see small gains...Read More | ||
| New housing law targets affordability — what it means for homebuyers and sellers | ||
| 7/11/2026 8:41 AM | ||
| While the legislation is aimed at least partly at addressing affordability, experts say the benefits of the measure will take time to show up in the market...Read More | ||
| These are America's 10 cheapest states for 2026, where you can still beat inflation | ||
| 7/10/2026 9:50 AM | ||
| These are America"s cheapest states to live in for 2026, where residents can still beat inflation...Read More | ||
| These are America's 10 most expensive states for 2026, where inflation is punishing residents | ||
| 7/10/2026 8:56 AM | ||
| These 10 U.S. states are the most expensive places to live in America in 2026, with inflation punishing residents to an extreme degree...Read More | ||
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