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| Hedging, Accounting, Verification, Jumbo, Workflow Tools; In-Person Events | ||
| 8/27/2026 10:45 AM | ||
| Thank you to the folks who wrote to me about their concerns with the Reno fire, knowing my ties there (my place is safe). On a broader scale, as of August 24, the United States has had nearly 51,000 wildfires, blazes that have burned over 7.8 million acres, a concern of everyone including lenders and servicers. It’s not your imagination that it’s a...Read More | ||
| Counting Down to Warsh | ||
| 8/27/2026 9:16 AM | ||
| While it may end up being a complete non-event, the bond market is counting the hours until Friday"s Warsh appearance at Jackson Hole. There"s nothing else on the calendar this week with any serious potential to upset the apple cart (and again, it"s debatable that Warsh"s speech is much more of a risk than random pre-weekend position squaring). But...Read More | ||
| Some Pros and Cons in Today"s Weakness | ||
| 8/26/2026 3:23 PM | ||
| Some Pros and Cons in Today"s Weakness Bonds lost ground today, but it wasn"t necessarily an unequivocally bad day. Yields were close to yesterday"s lows just before this morning"s PCE data came out and only moved higher after that. If the data had been better, it"s possible today could have started on a st...Read More | ||
| Mortgage Rates Lower or Higher, Depending on When You Look | ||
| 8/26/2026 2:29 PM | ||
| Intraday volatility in the bond market can make it tricky to track day over day changes in mortgage rates. Lenders publish the day"s first rates based on bond market prices around 9:30-10:00am ET, but things can change if bonds move enough. Yesterday, bonds improved enough in the afternoon for many lenders to offer lower rates. If we compare...Read More | ||
| Credit, AI Platform, System Tools; Webcasts; Equity and Non-Agency News; Capital Markets | ||
| 8/26/2026 10:45 AM | ||
| Hackers intercepted about 103 bank regulators’ e-mails for more than a year, gaining access to highly sensitive financial information, according to two people familiar with the matter and a draft letter to Congress seen by Bloomberg News. What are the implications of that? Anthropic is telling investors that it has the potential revenue of basicall...Read More | ||
| Bonds Pouting After Higher PCE | ||
| 8/26/2026 7:47 AM | ||
| To be fair, not all of the PCE data was higher than expected, but none of the top line numbers were lower than expected. Core PCE was on target (notably 0.246%, so it nearly rounded up to 0.3 vs 0.2), but headline inflation was a tenth of a point above the monthly and annual targets. Traders were apparently positioned for better news as the bond ma...Read More | ||
| Bonds Rally on Peace Deal Hopes | ||
| 8/25/2026 3:33 PM | ||
| Bonds Rally on Peace Deal Hopes The day ended as it began: with bond yields and oil prices dropping in unison based on hopeful headlines surrounding the Iran war. Perhaps the market was in the mood for a rally because the headlines weren"t particularly specific or compelling. Oil prices are closer to the mi...Read More | ||
| Mortgage Rates Follow Oil Prices Lower | ||
| 8/25/2026 2:41 PM | ||
| Fuel prices continue dictating most of the day-to-day momentum for interest rates and today was a notable example. Early this morning, news reports suggested progress in the peace process via Pakistani mediators. Oil prices dropped sharply in response and bond yields followed the move. Bond yields correlate with mortgage rates. When yields are fal...Read More | ||
| Webcasts, UAD 3.6, Compliance, Digital HELOC, MSR Valuation Tools; Rates Quiet | ||
| 8/25/2026 10:52 AM | ||
| Zillow and Redfin settled their FTC antitrust case, as we figured they would, and certainly technology was involved. With the increase in artificial intelligence, many teachers have gone back to having all writing done in classes, handwritten, or with an electric typewriter. Would parents rather have their child learning something in class from the...Read More | ||
| Oil Down, Yields Down | ||
| 8/25/2026 9:06 AM | ||
| No point in wasting time/words on analysis when cause and effect remains so simple. After news regarding potential progress is peace negotiations, an overnight drop in oil prices coincided perfectly with a drop in Treasury yields. The end. ...Read More | ||
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| Mortgage rates hit highest level in 3 weeks, weakening demand further | ||
| 8/26/2026 6:33 AM | ||
| Mortgage rates rose again last week causing demand for both refinances and purchase loans to drop. Rates climbed to their highest level in three weeks...Read More | ||
| Investor competition for commercial real estate sees strongest growth in a year | ||
| 8/25/2026 3:44 PM | ||
| Even though macro uncertainty and volatility continue to show up in the broader economy, bidding keeps rising, according to JLL...Read More | ||
| Cash is no longer king in home sales | ||
| 8/25/2026 11:38 AM | ||
| Cash buyers are a diminishing share of the overall housing market, as more supply and weaker prices give all buyers more purchasing power...Read More | ||
| Six investors reveal the biggest market risks — and one strategy they agree on | ||
| 8/22/2026 12:00 AM | ||
| Investors see different risks threatening markets, but broadly agree that traders should diversify beyond recent winners...Read More | ||
| New York unseats San Francisco as the top market for tech talent, CBRE reports | ||
| 8/21/2026 5:36 AM | ||
| AI-related roles now account for nearly one-third of all tech-talent job listings in the U.S., per the new CBRE report...Read More | ||
| Where commercial real estate demand is the highest, according to new data | ||
| 8/20/2026 9:21 AM | ||
| The National Association of Realtors has released a new index that uses factors in local economies to indicate future demand...Read More | ||
| Weekly mortgage demand stalls along with interest rates, but rates are now moving higher again. | ||
| 8/19/2026 9:18 AM | ||
| Mortgage rates were unchanged last week, as was mortgage demand, and total volume remains lower than year-ago levels...Read More | ||
| Bond yields are climbing. Here’s what that means for mortgages and other consumer borrowing | ||
| 8/18/2026 11:58 AM | ||
| Long-term government bond yields have risen sharply in recent days. Higher bond yields push consumer borrowing costs up, sometimes immediately...Read More | ||
| Housing investors say this is their worst market in at least 3 years | ||
| 8/14/2026 10:02 AM | ||
| Mortgage rates hit a recent low at the end of February but rose sharply at the start of the war with Iran. They are now at their highest level in over a year. ...Read More | ||
| New federal rules could end mortgage escrow interest for some homeowners. States are suing to block them | ||
| 8/13/2026 7:15 AM | ||
| A new lawsuit challenges recently issued rules from federal banking regulators that preempts state laws requiring banks to pay interest on escrow accounts...Read More | ||
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