profile picture
:
 
Light Volatility and Modest Gains Ahead of CPI
10/13/2026 1:53 PM
Light Volatility and Modest Gains Ahead of CPI Bonds were modestly stronger in the overnight session in a move that is easiest to attribute to ongoing supportive buying in response to recently higher yields in the long end of the market. Fed Funds Futures were also in play as implied Fed Funds tracked fairl...Read More
 
Mortgage Rates Inch to Another 2-Week Low
10/13/2026 1:35 PM
It was an uneventfully good day for mortgage rates. Unlike the average day over the past several weeks, there was minimal intraday volatility in the underlying bond market. This allowed the average lender to issue rates once this morning and avoid intraday rate changes.  Fortunately, the overnight market movement was in our favor today as tra...Read More
 
Warehouse, Litigation Webinar, AMC, HELOC Products; OB/Usherpa, Newrez/eXp Deals
10/13/2026 10:27 AM
If you want privacy, you may not want to buy a new car: Many new cards share your data with third-party companies via technology. Here at the MBA National, tech is not only a popular topic, but, thanks to AddyAI, there is an Agentic registered “attendee” named Adele. The robot’s job is roaming the halls. Are you doing your “dream” job? They vary by...Read More
 
Stronger Start. It"s Complicated
10/13/2026 8:57 AM
Tuesday morning joins a fairly long list of trading days where overnight bond market movement cannot be cleanly connected to news headlines or econ data. With yields having recently pushed up to multi-decade highs, and Fed policy expectations constantly shifting, this will be an ongoing phenomenon. Over the past several sessions, there"s definitely...Read More
 
Another Nice Round Trip For Bonds--Especially MBS
10/9/2026 3:38 PM
Another Nice Round Trip For Bonds--Especially MBS Nothing new or interesting happened today in terms of underlying events, news, or data. But the price action itself was a different story. While the moves weren"t extreme, it was nonetheless notable that bonds lost ground in a very intentional way this morni...Read More
 
Mortgage Rates Officially at 2 Week Lows
10/9/2026 1:37 PM
Even though the underlying bond market is in slightly weaker shape today, mortgage rates ended up trickling just a bit lower than yesterday"s latest levels. This can happen on occasions when there is a strong rally late in the previous day. Mortgage lenders don"t end up passing along all of that improvement in rate sheets and some of them decide to...Read More
 
Polly and Hedging, Database, Equity, CE, Fulfillment Tools; Prepayments; Dart Acquires ACT
10/9/2026 10:50 AM
As Robbie and I prepare to head to Chicago this weekend for the “MBA National,” yesterday I was speaking with someone at the bar at Legs Inn in Northern Michigan. (Yeah, it’s somethin’.) We shouldn’t be afraid to talk about the economy, or politics, and I told her that I’ve been in capital markets for over 40 years and there are plenty of clever sa...Read More
 
Slightly Weaker Start. Keep 3-Day Weekend in Mind
10/9/2026 8:50 AM
After yesterday"s nice comeback, here"s how we"re thinking about today. Fridays before 3-day weekends: frequently see a move to the sidelines among certain investors. Traders who were tactically long bonds over the past 2 days could be booking profit. Translation: some of the strength over the past 2 days could turn to weakness for purely mecha...Read More
 
Yields "Plummet" to Best Level In...
10/8/2026 3:16 PM
Yields "Plummet" to Best Level In... 4 trading days...  All the way back on October 2nd (last Friday), intraday lows were 5.151%. In other words, today"s rally was definitely nice and definitely worth discussing, but if we"re witnessing the inception of anything legitimately exciting here, it"s in an e...Read More
 
Mortgage Rates Near 2-Week Lows After Biggest Daily Drop in 3 Months
10/8/2026 3:06 PM
Mortgage rates moved lower today at their fastest pace in 3 months with the average top-tier 30yr fixed scenario ultimately falling 0.09%. There were thrills and chills along the way as well. The day actually began with a 0.01% INCREASE versus yesterday"s latest levels. This highlights a unique aspect of our rate index which has the ability to cha...Read More




:
 
Thousands of homeowners face adjustable-rate mortgage resets — and much higher payments
10/13/2026 8:35 AM
Adjustable-rate mortgages with low introductory interest rates are facing their first adjustment at a time when rates are much higher, according to new data...Read More
 
BlackRock and Baillie Gifford bet big on Icon 3D printed homes
10/13/2026 7:18 AM
Icon, one of the biggest players in 3D printed real estate, is announcing its $200 million Series D financing co-led by Baillie Gifford and funds managed by BlackRock, among others...Read More
 
Trump appoints committee to investigate statements by the Fed's Lisa Cook
10/9/2026 12:56 PM
Trump tried to fire Cook, a nominee of former President Joe Biden, but the Supreme Court blocked his first attempt...Read More
 
Wall Street is pitching data centers as a major real estate bet. The risks are piling up
10/9/2026 10:08 AM
Wall Street firms are bringing AI data center investments to public markets as political, liquidity and project risks grow...Read More
 
Why REITs aren't getting killed by rising interest rates this time around
10/8/2026 6:28 AM
REITs have been seen as a low interest rate play. But some experts are making the case that real estate fundamentals today are outweighing even rising rates...Read More
 
Refinance demand is now half what it was a year ago, as mortgage rates rise again
10/7/2026 8:02 AM
Mortgage rates rose to the highest level in nearly three years, causing demand for both refinancing and homebuying to decline even further...Read More
 
Luxury developers flocked to the 'Hamptons of Hungary' — but some projects are stalling
10/7/2026 12:00 AM
Lake Balaton in south-west Hungary has been a popular vacation destination for decades, but average transaction prices are falling...Read More
 
A new analyst call on Home Depot reflects our feeling on what to do with the stock
10/6/2026 3:00 PM
We"re holding a small position in Home Depot to be ready for when rates eventually fall...Read More
 
Young voters struggle to afford housing. But they don't expect help from political candidates
10/7/2026 9:03 AM
Pennsylvania"s competitive U.S. House districts showcase how housing affordability challenges for young voters may play into control of the next Congress...Read More
 
High mortgage rates are trapping homeowners in place, and making renovations harder to afford
10/3/2026 12:57 PM
Homeowners are stuck in houses they might have left by now due to the low mortgage rates of the past, and can"t even remodel with HELOCs too expensive to tap...Read More




There was a problem returning the RSS feed.