14 2024 December
Inflation was Heartbreak Hotel for Bonds
This has been a tough week for bond and interest rate markets: CPI measures the changes in the price of consumer goods and services...
Read More07 2024 December
Jobs Week
As is the routine in the world of the mortgage and bond markets, the beginning of each month gives us a new set of employment...
Read More30 2024 November
I am thankful for tame inflation data
In this holiday shortened week, we saw several important events occur that influence the bond markets and interest rates. Early in the week, President-elect Trump made...
Read More23 2024 November
The Market Has Rose-Colored Glasses
Forgive sounding like a broken record from last week’s post: With stocks and crypto markets reaching all-time highs this week, it feels like the economy...
Read More16 2024 November
What’s a replacement?
The stock and crypto markets are plowing ahead up and up and up. This is likely due to the expectation of easing regulations and tax burdens...
Read More09 2024 November
Election is over… Finally!
Whether or not your candidates won or lost, Americans everywhere can breathe a sigh of relief to the end of constant robocalls and text messages....
Read More02 2024 November
‘Tis the Season for Seasonal Adjustments.
A visit to my local Lowe’s home improvement store showed the dwindling supply of ghosts and ghoulies being overtaken by the cheery and rosy faces...
Read More26 2024 October
Everything that happens before an election is about the election.
This week saw little in the way of real economic reporting that would influence mortgage rates. The looming national U.S. election in less than two...
Read More19 2024 October
Retail sales strong, but for how long?
This week was a slower news week, allowing the interest rate markets to find a stable level to hold. Rates followed suit and were relatively flat...
Read More