profile picture
:
 
Modest Overnight Weakness on Oil and Corporate Issuance.
8/6/2026 10:04 AM
It"s as good of a day as any to revisit our primer on corporate debt issuance given that it"s having an impact on bonds today.  Alphabet announced a $25bln bond offering around 7:45am ET, and yields instantly moved 2bps higher. Before that, there was nearly 2bps of weakness as bonds followed oil prices modestly higher. Since the start of ...Read More
 
Hedging, AVM, Dashboard Tools; UWM News Turn Heads; Chrisman Demo Day Announced
8/6/2026 9:53 AM
Lender and Broker Software, Products, and Services What if the most important capital markets decision you"re making today is based on incomplete data? Mortgage lenders don"t struggle with a lack of information. They struggle with too much of it spread across too many systems. Pricing in one place. Hedge performance in another. Pipeline metrics s...Read More
 
Bonds Shake Off Mid-Day Weakness to Hold Mostly Steady
8/5/2026 2:28 PM
Bonds Shake Off Mid-Day Weakness to Hold Mostly Steady Bonds took a break from their recent trend of moderate day over day movement to hold relatively steady on Wednesday. Econ data didn"t get in the way in any noticeable way.  If anything, ISM data briefly helped bonds move away from the day"s weaker ...Read More
 
Mortgage Rates Steady at 2 Week Lows
8/5/2026 2:11 PM
The bond market and mortgage rates have been on the move lower recently after hitting longer term highs at the end of July. Today offered a break from the recent movement with bonds and rates holding perfectly flat day-over-day. The upside is that this means it"s yet another day spent at the lowest levels in more than 2 weeks.  The average to...Read More
 
Minimal Overnight Volatility. Waiting on Data and War News
8/5/2026 7:55 AM
With the potential for a Hormuz deal floated earlier in the week, a more substantive announcement remains the biggest opportunity for the bond market until Friday"s jobs report (and even then, could supersede the jobs report depending on the details). Conversely, another diplomatic breakdown or another re-escalation would be the biggest risk. There...Read More
 
Solid Showing For Logical Reasons
8/4/2026 2:29 PM
Solid Showing For Logical Reasons Money flooded back into both sides of the market in a major way (albeit more "major" for the stock market) after Bessent said we could be days away from a new deal on Hormuz transit. Oil plunged to the lowest levels since July 13th and bond yields were willing to follow (al...Read More
 
Mortgage Rates Lowest in Over 2 Weeks
8/4/2026 2:01 PM
Mortgage rates were a bit hesitant to follow the bond market"s advice yesterday. Specifically, bonds rallied (i.e. bond prices moved higher and yields/rates moved lower). This almost always coincides with mortgage rates falling by a proportional amount. But yesterday didn"t see the typical level of correlation for many lenders. Today is a differen...Read More
 
Webcasts, Capital Deployment, DPA Tools; AI and Borrower Trust; Interview with Vesta"s Mike Yu
8/4/2026 10:44 AM
After a general summer lull, and with talk of JPMorgan Chase’s $750 billion housing investment rifling through our biz, mortgage conference season shifts back into gear with next week’s Western Secondary with plenty of events in September and October, so book those rooms. The last time you stayed in a hotel, or maybe you’re reading this right now i...Read More
 
Hormuz Deal Hopes Turning Bonds Green at Open
8/4/2026 8:39 AM
This morning is offering another installment of hope for some form of progress in Iran. In today"s case, it was Bessent floating the notion of possible Hormuz deal as early as this week. Markets will believe it when they see it, of course, but they"re certainly willing to trade the hope. After moving modestly higher overnight, oil prices and bond y...Read More
 
Sideways and Stronger, But Risks Remain
8/3/2026 2:52 PM
Sideways and Stronger, But Risks Remain Monday was "nice." Bonds rallied more than a little bit and held those gains in an exceptionally flat manner all day. But there are caveats. Apart from last Friday, today"s yields matched the long-term highs seen on July 23rd.  Or on a more timely note, the ...Read More




:
 
Homeowners are paying much more for insurance — and keeping coverage is getting harder
8/6/2026 11:37 AM
Homeowners insurance premiums have risen faster than inflation across the country, according to a new industry report...Read More
 
Mortgage rates hit their highest level in over a year, causing demand to drop below year-ago levels
8/5/2026 6:00 AM
Mortgage rates rose to the highest level in over a year, causing total mortgage demand to drop below year-ago levels...Read More
 
Trump's deportation agenda raised prices, contracted local economies, immigration group says
8/5/2026 12:47 PM
A report released Wednesday by the immigration advocacy group America"s Voice argues President Trump"s immigration policies are hurting the economy...Read More
 
Foreigners are buying fewer U.S. properties, but luxury homebuilders still draw them in
8/4/2026 8:33 AM
Foreign buyers are pulling back sharply from U.S. residential real estate, in part due to a pullback among workers that would qualify for H-1B visas...Read More
 
Buying a condo with a mortgage may soon get more complicated. Here's why
8/1/2026 8:30 AM
New policies that apply to mortgages for condos take effect Aug. 3, and some experts are sounding the alarm that buyers may see delays or denials...Read More
 
Fed holds rates steady: What it means for credit cards, savings accounts, mortgages and auto loans
7/29/2026 1:05 PM
The Fed"s benchmark affects many of the interest rates consumers see every day, including those tied to mortgages, credit cards, car loans and savings accounts...Read More
 
Housing and healthcare need less red tape to lower costs, Colorado's Hickenlooper tells CNBC
7/29/2026 6:30 AM
Housing and healthcare need big policy changes as voters raise concerns about affordability, Sen. John Hickenlooper, D-Colo., tells CNBC...Read More
 
Why bond investors are pushing up some of your interest rates
7/24/2026 4:09 PM
Many types of consumer loans such as mortgages peg their interest rate to the yield on 10-year Treasury bonds, which has been moving higher...Read More
 
South Korea's president invokes dramatic Japan realty crash to push domestic property agenda
7/24/2026 2:07 AM
Lee was highlighting the country"s excessive investment in real estate, and highlighted that Japan"s housing market "burst like a balloon....Read More
 
Mortgage rates are rising again, but homebuyers are seeing some advantages
7/22/2026 6:31 AM
Mortgage rates last week rose to the highest level since last August, but homebuyer demand climbed as well, as buyers see more supply...Read More




There was a problem returning the RSS feed.