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| Mortgage Rates Move Slightly Lower | ||
| 10/20/2026 1:45 PM | ||
| Mortgage rates dropped 0.03% today on average leaving the top-tier 30yr fixed rate index at 7.40% vs 7.43% yesterday--the third lowest level in more than 3 weeks. As has been and continues to be the case, the lower rates seen since last Wednesday are primarily being driven by concerns about deleveraging and potential contagion in the AI sector. On...Read More | ||
| AI Ass"t, Home Equity, Servicing, Borrower Capture, Audit Tools; MISMO & DPA | ||
| 10/20/2026 10:48 AM | ||
| “I ordered a book online titled, ‘How to Scam People Online.’ It’s been six months and I still haven’t received it.” Being scammed, and fraud in general, isn’t a laughing matter. Companies like SoFi publish information on how to recover afterward. People over 60, as always, are more susceptible. The FBI has a website on mortgage fraud which is well...Read More | ||
| Slightly Stronger Start | ||
| 10/20/2026 8:39 AM | ||
| The bond market continues to decide who it wants to be in Q4, 2026--the harbinger of inflation concerns, debt issuance and economic growth or a safe haven for cash being freed up by AI capex deleveraging. We"re starting slightly stronger today with the AI deleveraging trade apparently setting the tone. Movement is too modest to demand any rigorous ...Read More | ||
| What"s Up With Monday"s Weakness? | ||
| 10/19/2026 3:41 PM | ||
| What"s Up With Monday"s Weakness? Bonds were moderately weaker on Monday and not in a way that was obviously connected to any of the potential scapegoats. We know that there was selling in the EU bond market overnight and while U.S. yields correlated with much of that move, that correlation broke down preci...Read More | ||
| Mortgage Rates Start Week Higher | ||
| 10/19/2026 2:58 PM | ||
| Mortgage rates were moderately higher to start the new week, adding to the modest losses seen on Friday. The silver lining is that any of the past 3 business days saw the lowest rates since September 23rd. There were no clear reasons for today"s rate movement in terms of economic reports or news headlines. The same was true for last week"s biggest...Read More | ||
| Non-Agency U/W, Borrower Retention, AI Governance Tools; Conventional News; Let AI Manage Your Money? | ||
| 10/19/2026 10:46 AM | ||
| “There’s a cohort of American males who believe that, with 1-2 years of dedicated practice, they could win the Masters golf tournament. As a marketer, it is important to understand that you can sell these people anything.” Advertising is not the same as marketing (it’s a component of it) and artificial intelligence is a part of it, especially for l...Read More | ||
| Light Calendar Leaves Tech Concerns in Focus | ||
| 10/19/2026 8:57 AM | ||
| Last week"s most notable development was a flight to safety in the bond market precipitated by concerns about a shift in tech sector sentiment. The shift in question was mainly driven by Coreweave which saw shares plummet and corporate debt spreads explode. That cause some concern about spillover to the rest of the tech sector. Treasuries benefited...Read More | ||
| Could Have Been Better. Could Have Been Worse | ||
| 10/16/2026 2:46 PM | ||
| Could Have Been Better. Could Have Been Worse If the bond market was a Mario Bro, it found a gold star at some point on Wednesday. As Thursday afternoon, the gold star ran out of juice and we"re back to regular old Mario. In other words, astonishing resilience/bullishness has been replaced by a sideways-to-...Read More | ||
| Existing Home Sales Treading Same Old Water | ||
| 10/16/2026 1:52 PM | ||
| If you"re busy, we can make this quick. Existing home sales dropped sharply from over 6m units per year starting in 2022 and had bottomed out around 4m units per year by the end of 2023. They"ve done essentially nothing exciting since then and the latest update is no exception. The end. If you prefer to read an article-sized article, here ...Read More | ||
| Only a Modest Decline For Mortgage Apps. Next Week Should Improve | ||
| 10/16/2026 1:45 PM | ||
| Mortgage applications continued to lose ground as mortgage rates held near their highest levels in nearly three years. The Mortgage Bankers Association (MBA) reported a 2.7% decline in total mortgage application volume for the week ending October 9. That"s an important date, because a substantial majority of a fairly sharp decline in interest ra...Read More | ||
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| September data shows housing market in a deep freeze | ||
| 10/20/2026 9:18 AM | ||
| New data on the housing market"s performance in September is bleak, with sales, construction and sentiment all falling more than expected...Read More | ||
| Who gets to have 'good debt'? A sociologist, theologian, philosopher and other experts weigh in | ||
| 10/15/2026 12:54 PM | ||
| Humans have debated the merits and morality of debt throughout history...Read More | ||
| Fannie Mae sharply raises mortgage rate forecast for 2027 | ||
| 10/14/2026 12:08 PM | ||
| Fannie Mae just put out its latest forecast for mortgage rates, and they are much higher than previous estimates...Read More | ||
| 'Office' is actually having a scarcity problem | ||
| 10/15/2026 10:58 AM | ||
| The U.S. office market is roaring back to health but its speedy recovery is resulting in a shortage, especially of premium space...Read More | ||
| Even more borrowers choose riskier mortgages, as higher interest rates crush affordability | ||
| 10/14/2026 7:01 AM | ||
| Interest rates on mortgages continue to rise, leaving some buyers to choose riskier, adjustable-rate mortgages to find savings...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 | ||
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