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Modestly Weaker For a Few Potential Reasons
11/5/2026 8:06 AM
Bonds are starting the day a few bps weaker. 10yr yields are just over 4.90% and considering they were almost 50bps higher a month ago, you"re free to go about your business today without scrutinizing this morning"s baby bump. It could be purely incidental. But for those who demand scapegoats, the easiest suspect to blame would be corporate debt is...Read More
 
Elections, Oil, and Neocloud Stocks, Oh My!
11/4/2026 3:19 PM
Elections, Oil, and Neocloud Stocks, Oh My! There are 3 publicly traded neocloud stocks that are big enough to care about. All 3 hit new long term lows today (ranging from 6 months to over a year).  All 3 continue to track very well with the recent bond market rally. This is simplest way to approach to...Read More
 
Mortgage Rates Fall Back Under 7.25%
11/4/2026 2:25 PM
30yr fixed rates moved over 7.25% on September 23rd, 2026 and continued to long-term highs of 7.61% by early October. But starting in mid October, rates began declining as the market grew increasingly concerned about the tech sector. Until today 7.27% marked the floor of the present rally. Now the floor is lower. Rates began the day moderately low...Read More
 
AI Strategy, SaaS, HELOC, Non-QM Products; Webinars; Capital Markets React to Election Results
11/4/2026 10:48 AM
Yes, there was/is an election which is certainly a discussion topic here in Dallas, but regardless of the results, many people who don’t own homes want to buy one, and people who do may be facing life changes and could use personal advice. Here’s a trend: Homeowners who won’t give up a 3 percent mortgage are becoming landlords instead. Do you have ...Read More
 
Volatile Gains as Markets Digest Elections and Data
11/4/2026 9:50 AM
There are several moving parts to today"s trading levels, but the TL;DR is that bonds are holding modest gains so far despite some 2-way volatility. The overnight session started out with the strongest gains of the day, clearly coinciding with a stock market swoon.  Stock prices and bond yields bounced higher when the senate majority was calle...Read More
 
Early Strength Thwarted by Data and Resilience in Equities
11/3/2026 3:17 PM
Early Strength Thwarted by Data and Resilience in Equities There are several ways to view today"s bond market movement and none of them are terribly important. Sharply lower oil prices had a small, friendly impact on bonds early in the day following more hopeful war-related headlines, but context is importa...Read More
 
Mortgage Rates Move Slightly Higher After Stronger Econ Data
11/3/2026 2:21 PM
Well... they can"t all be winners. It seems as if rates could do no wrong over the past 3 days with each marking the lowest level in more than a month for the average top tier 30yr fixed rate. Today wasn"t a winner, but it wasn"t exactly bad. Apart from the past 3 days, today would still have been the lowest rate in more than a month, and it was on...Read More
 
POS, DPA, HELOC, LO Productivity Tools; Webinars; STRATMOR on M&A; MISMO"s Compliance Dataset
11/3/2026 10:48 AM
Lender and Broker Products, Services, and Software Most lenders are still catching up on tech. Here’s your chance to get ahead. In this report, Plaid and National Mortgage News asked 128 lenders how they’re handling today’s pressures. Most still rely on manual processes, and only 15 percent have optimized their tech strategy. Read the report to s...Read More
 
Just a Bit More Evidence For War Headlines and Oil Prices Helping Bonds
11/3/2026 7:57 AM
Bonds were sideways to slightly weaker overnight, but they"re rallying back to unchanged levels in the 8am hour following favorable headlines regarding the Iran war.  Iranian officials floated the possibility of concessions in exchange for sanctions relief and separate headlines suggested Washington approved a draft MOU.  Certainly not th...Read More
 
Little-Moved by Huge Drop in Oil and Tech Stocks
11/2/2026 3:27 PM
Little-Moved by Huge Drop in Oil and Tech Stocks Bonds were technically stronger at 4pm ET, but just barely. Over the past 2 sessions, we"ve seen Treasury yields noticeably disconnect from the prevailing correlation with tech stocks. This began after the opening bell last Friday and mostly continued today. ...Read More




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Banks are turning cautious on lending, according to the Fed. What it means for the economy
11/5/2026 7:52 AM
The Fed’s October bank lending survey shows tighter standards for small firms and commercial real estate, while subprime borrowers face tougher credit...Read More
 
What the election means for high-end real estate: Robert Frank talks to Bess Freedman
11/5/2026 9:09 AM
CNBC Wealth Editor Robert Frank chats live with Brown Harris Stevens CEO Bess Freedman about how the "blue wave" may affect your life, wealth and real estate...Read More
 
Democrats take Congress in a blue wave. Here's what it means for your money
11/4/2026 5:11 PM
Blue wave gives Democrats control of Congress. Here"s how their agenda could affect your money, from healthcare and taxes to student loans and Social Security...Read More
 
Prologis CEO says warehouse demands are shifting fast. Here's how he's keeping up
11/4/2026 9:22 AM
Rising demand for faster deliveries and resilient energy supplies have companies rethinking where their warehouses should be...Read More
 
Mortgage rates drop for the third straight week, but homebuyers are still leaving the market
11/4/2026 6:51 AM
Mortgage rates came down again last week, but mortgage demand from homebuyers continued to decline, as high home prices and inflation stretch affordability...Read More
 
Fannie Mae, Freddie Mac rally as Ackman presses for conservatorship exit
11/3/2026 2:52 PM
The midterm elections could be a turning point for the release of Fannie Mae and Freddie Mac from government control, according to Bill Ackman...Read More
 
New national home listing database is taking on Compass in the battle for control of real estate information
11/3/2026 7:00 AM
Heavy hitters in residential real estate joined the fight over who can see residential property listings. Their goal, they say, is to counter private listings...Read More
 
Home prices fall and rents rise, both for the first time in three years
10/29/2026 9:17 AM
The median U.S. home sale price fell for the first time in more than three years, according to a new report from Redfin, a real estate brokerage...Read More
 
Fed leaves rates unchanged: What it means for credit cards, mortgages, auto loans and savings accounts
10/28/2026 3:59 PM
The Fed"s benchmark affects many consumer borrowing costs, including the rates tied to mortgages, credit cards, auto loans and savings accounts...Read More
 
Mortgage rates fell for the second straight week, but more borrowers still sought savings in riskier loans
10/28/2026 6:33 AM
Mortgage rates have fallen over the past two weeks, but demand is only slightly higher, and more borrowers are looking for savings in riskier loans...Read More




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