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 ...

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.

For those not interested in overcomplicating things, it's fair enough to simply observe the resurgence of hostilities in the ...

People who say that residential lending and the state or federal governments aren’t intertwined have to look no further than ...

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 ...

Last week ended on a promising note with Friday's rates falling just barely below the previous Friday's levels. This was a ...

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 ...

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 ...

Builder sentiment weakened further in July as affordability challenges and ongoing economic uncertainty continued to weigh on ...

Pending home sales declined in June as elevated mortgage rates and record-high home prices continued to weigh on buyer demand ...