Welcome to post-Iran-War 2026. The only real relief for bonds since then was seen in June when there was hope that the war ...
Mortgage moved higher today, and while the jump was no larger than the one seen on Monday, both were 'above average' and both took rates in the wrong direction. In addition, the steady weakness ...
Just Another Reasonably Bad Day For Bonds Bonds had a bad day for the 3rd time this week. The weakness was reasonable in light of fuel prices hitting the highest level since 2022 by some measures.
In late July, 2025, 30yr fixed rates embarked on an excellent adventure, moving down from 6.75% on July 31st to 5.99% by late ...
People who say that residential lending and the state or federal governments aren’t intertwined have to look no further than ...
For those not interested in overcomplicating things, it's fair enough to simply observe the resurgence of hostilities in the ...
While last week's CPI and PPI reports were unabashedly great news, the bond market spent Friday and yesterday gradually unwinding most of the resulting gains. The least complicated way to approach ...
Last week ended on a promising note with Friday's rates falling just barely below the previous Friday's levels. This was a ...
Residential construction rebounded in June as housing starts and completions recovered from May's unusually weak levels, ...
Headwinds, Cont'd "Headwinds, Cont'd" could be apply to the entirety of 2022-2026 or just March-July of 2026. But let's just ...