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| Bonds Hold Gains Despite Ongoing Recovery in Stocks | ||
| 11/21/2025 2:04 PM | ||
| Bonds Hold Gains Despite Ongoing Recovery in Stocks The stock market factored into the bond market"s performance on Friday. In pre-market trading stocks managed a big bounce after NY Fed"s Williams spoke favorably about December"s rate cut potential. Bonds benefited from that comment initially, but th...Read More | ||
| Mortgage Rates Nudge Lower to Remain In The Same Old Range | ||
| 11/21/2025 12:53 PM | ||
| Recent stock market losses have gotten a lot attention in the news recently. While there"s no reliable correlation between stocks and interest rates, when stock losses are as big as they have been recently, it increases the tendency for rates to move in the same direction. That was definitely the case today. Bonds (which dictate rates) impro...Read More | ||
| Small Steps Higher, Same Stubbornly Low Territory for Existing Home Sales | ||
| 11/21/2025 12:45 PM | ||
| Existing-home sales posted another modest gain in October, rising 1.2% to a seasonally adjusted annual rate of 4.10 million , according to the National Association of Realtors (NAR). Sales are now 1.7% higher than a year ago as lower mortgage rates helped offset the drag from the government shutdown. Demand continues to run stronger than it did th...Read More | ||
| Rising Rates Pull Applications Lower, but Year-Over-Year Gains Hold Firm | ||
| 11/21/2025 12:37 PM | ||
| Mortgage applications moved lower last week as rates continued drifting higher for a third straight week. MBA’s Weekly Applications Survey for the week ending November 14 showed a 5.2% drop in total volume on a seasonally adjusted basis and a 7% decline unadjusted. The Refinance Index fell 7% from the previous week but is still running 125% above ...Read More | ||
| Builders Slash Prices at Record Pace Despite Slight Sentiment Improvement | ||
| 11/21/2025 12:01 PM | ||
| Builder confidence levels are still kicking the same sad little can down the road, just with slightly more enthusiasm. The November National Association of Home Builders (NAHB)/Wells Fargo Housing Market Index (HMI) inched up to 38 from 37 in October, marking the 19th straight month below the 50 line that separates expansion from contraction. Lo...Read More | ||
| Hedging, Broker Database, Distributed Meeting AI Tools; Experian on Renter"s Thoughts; Director Pulte a Liability? | ||
| 11/21/2025 11:04 AM | ||
| “Six cows were smoking joints and playing poker. That"s right: The steaks were pretty high.” The steaks, uh, stakes, are high when changes to our housing finance system occur, or actions are taken that are negatively impact borrowers or reputations. In a typical organization, the CEO reports to the board of directors. The FHFA oversees Freddie Mac ...Read More | ||
| Modestly Stronger With Bonds Tracking Stock Losses | ||
| 11/21/2025 8:31 AM | ||
| It was a pretty straightforward overnight session with a very high degree of correlation between bond yields and stock prices. The final leg of the rally arrived on comments from NY Fed Pres Williams who said he sees room for a December cut. As a reminder, apart from Powell, Williams is the most important voice at the Fed and his comments carry mor...Read More | ||
| 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 | ||
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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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