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| Decent Gains Remain Intact; Stock Market Contribution is a Wild Card | ||
| 11/20/2025 3:21 PM | ||
| Decent Gains Remain Intact; Stock Market Contribution is a Wild Card The rescheduled release of the September jobs report played out exactly as we expected in terms of bond market impact. Volumes surged to the highest levels since the late October Fed announcement and bonds managed a clear response in spite...Read More | ||
| Mortgage Rates Hold Steady Thanks to Jobs Report | ||
| 11/20/2025 2:48 PM | ||
| Yesterday, we discussed the fact that mortgage rates were heading into Thursday with a disadvantage (for most lenders, anyway). This had to do with the fact that lenders prefer to avoid changing rates in the middle of the day (unless bond market movement is big enough to force their hands) and the fact that bonds had weakened just enough for lender...Read More | ||
| Servicing, Default, Remote Office, Verification Tools; Pennymac CEO on Servicing; IMB Profits; Cash-Strapped CFPB? | ||
| 11/20/2025 10:46 AM | ||
| “Here we are, a week away from Thanksgiving, and I’m in Kansas City. My family told me to stop telling Thanksgiving jokes, but I said I couldn’t quit cold turkey.” The CFPB isn’t going away “cold turkey” but yesterday’s personnel move was a reminder that there are clever people in Washington DC. It was a follow up to Trump Administration court fili...Read More | ||
| Mixed Reaction to Mixed Jobs Data | ||
| 11/20/2025 8:19 AM | ||
| It"s shaping up to be a "no whammies" sort of morning for the bond market. There"s no denying that the jobs report was a highly tradeable event. The 30 minutes of volume following the release was by far the highest since the October 29th Fed announcement. But that volume has been fairly well balanced between buyers and sellers. Cre...Read More | ||
| Fed Minutes Push Yields Higher | ||
| 11/19/2025 3:23 PM | ||
| Fed Minutes Push Yields Higher As expected, the recent raft of hawkish Fed speakers foreshadowed (whether intentionally or coincidentally) a hawkish message in today"s Fed minutes. At issue: "many" meeting participants felt that a December cut would NOT likely be justified as opposed to "several" who disagr...Read More | ||
| Rates Mostly Steady, But Some Signs of Trouble in The Afternoon | ||
| 11/19/2025 2:19 PM | ||
| It was a complicated day for mortgage rates. Officially, at the time of this article, the average top tier 30yr fixed rate is a hair lower than it was yesterday. But rates are based on bonds and bonds are telling a different story. In the wake of the release of the minutes from the most recent Fed meeting, bonds lost ground. This impli...Read More | ||
| QC Report, Relationship, Mobile Lock Tools; Zillow and ChatGPT; PHH Reverse Mortgage Sale to FAR | ||
| 11/19/2025 10:41 AM | ||
| As I type these words, I am sitting in front of one of Chuck Berry’s early residences in St. Louis. STL has a good musical reputation, a fine mortgage association, a Fed that puts out great research, and has many nice neighborhoods. But to call this specific area where I am sitting a “transitional” neighborhood would be generous. Although there is ...Read More | ||
| Yields Following Stocks Higher; Fed Minutes on Deck | ||
| 11/19/2025 9:11 AM | ||
| Correlation between stocks and bonds is hit and miss depending on other factors. Before the age of more aggressive Fed intervention, it was more common to see yields move in concert with stocks. These days, Fed accommodation expectations can result in the opposite correlation. That said, there are still times when the old school "stock lever"...Read More | ||
| Modest Gains After Mid-Day Volatility | ||
| 11/18/2025 3:46 PM | ||
| Modest Gains After Mid-Day Volatility With only a few exceptions, bonds have been a rudderless ship during the government shutdown. With the backlogged data returning in a slow and uncertain fashion, rudder repairs are similarly slow. In today"s case, bonds benefited from overnight strength in overseas bond...Read More | ||
| Mortgage Rates Hold Steady Yet Again as Data Returns | ||
| 11/18/2025 3:11 PM | ||
| With economic data being the most consistent source of motivation for rates, the market has been eager for it to return with the reopening of the government. While some higher profile reports have been rescheduled for the coming days (i.e. on Thursday, we"ll get the jobs report that we were supposed to get in early October), most updated release da...Read More | ||
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| Existing home sales see small October gain, but supply is now dropping | ||
| 11/20/2025 9:45 AM | ||
| Home sales in October saw a small gain, despite the government shutdown, but the supply has started to drop, and prices are still gaining....Read More | ||
| Self-storage real estate has ‘close to zero’ correlation to the broader economy. That's a good thing | ||
| 11/20/2025 7:10 AM | ||
| Over the last 15 years, self-storage has outperformed industrial, multifamily, office and retail in net operating income, according to a new Heitman report....Read More | ||
| Housing numbers point to an unusually strong buyer's market. There's a catch | ||
| 11/19/2025 12:23 PM | ||
| There are many more sellers on the market now than buyers, but that doesn"t necessarily mean it"s a buyer"s market. Here"s why....Read More | ||
| Mortgage rates hit highest level in a month, pushing loan demand down 5% | ||
| 11/19/2025 8:54 AM | ||
| Mortgage rates rose to the highest level in a month last week, causing demand for home loans to drop. Demand, however, is still higher than a year ago...Read More | ||
| BXP chief says the office sector has bottomed, but buildings still need to be demolished | ||
| 11/18/2025 3:39 PM | ||
| BXP is almost entirely invested in the top tier of the market, with many of its tenants in financial and legal services....Read More | ||
| How Zillow disrupted the real estate industry | ||
| 11/17/2025 8:48 AM | ||
| Zillow revolutionized how Americans buy, sell and rent homes. Today, it faces lawsuits from a competitor and the U.S. government...Read More | ||
| Mark Wahlberg's new $37 million mansion skyrocketed in value. Here's what fueled the megahome's extraordinary rise | ||
| 11/20/2025 6:53 AM | ||
| The megahome"s price more than doubled since 2020, outpacing other luxury real estate markets...Read More | ||
| No one leaving New York City because of Mamdani, say two top real estate CEOs | ||
| 11/14/2025 5:11 PM | ||
| New York City Mayor-elect Zohran Mamdani"s democratic socialist views spark fears companies and capital will flee, but top real estate CEOs say it"s not true...Read More | ||
| D.R. Horton is tapping a startup’s AI zoning tool to build more homes | ||
| 11/18/2025 3:40 PM | ||
| Portland, Oregon-based startup Prophetic has developed an AI-native platform for land acquisition and development analysis...Read More | ||
| New foreclosures jump 20% in October, a sign of more distress in the housing market | ||
| 11/14/2025 6:29 AM | ||
| All phases of the foreclosure process are seeing big increases, as homeowners fall behind on mortgage payments due to stress in the economy...Read More | ||
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