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Real Estate News |
Mixed, But Modestly Stronger Reaction to CPI
Tue, 13 Jan 2026 15:00:46 GMT
CPI came out just a bit lower than expected with the monthly core at 0.2 vs 0.3 and annual core at 2.6 vs 2.7. The unrounded numbers were closer to forecasts and headline inflation was unchanged from last month. All that to say that there was n..[read more]
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Incidental Weakness Ahead of CPI Data
Mon, 12 Jan 2026 21:16:39 GMT
Incidental Weakness Ahead of CPI Data Bonds were marginally weaker on Monday with no obvious scapegoats in sight. Some reporters pointed toward Fed Chair Powell's criminal inquiry as rattling the market, but bond..[read more]
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Mortgage Rates Inch Higher From 3 Year Lows
Mon, 12 Jan 2026 20:44:00 GMT
Mortgage rates are either higher or lower today, depending on the lender in question. Some lenders raised rates on Friday afternoon in response to weakness in the bond market (lenders set rates based on the trading levels of MBS, the bonds that under..[read more]
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ICE Experience, AI Webinar, LOS, Inside Sales, BBYS, DSCR Products; Is a Cap on Credit Cards Possible?
Mon, 12 Jan 2026 16:46:19 GMT
The National Association of Realtors (NAR) reports that the median age of first-time homebuyers has increased significantly, reaching 40 years old, compared to 29 years old in 1981. Not only that, but first-time home buyer share has fallen to a histo..[read more]
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Bond Market Only Marginally Interested in Powell Drama For Now
Mon, 12 Jan 2026 15:29:07 GMT
The most important-sounding news over the weekend was last night's subpoena of Fed Chair Powell over statements made to congress regarding the Fed's building renovations. Bond yields were slightly higher this morning and commentators erroneously conn..[read more]
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Wild Ride For MBS as Traders Digest New Developments
Fri, 09 Jan 2026 21:16:29 GMT
Wild Ride For MBS as Traders Digest New Developments We may have been looking to the jobs report as this week's biggest potential source of volatility, but that changed on Thursday afternoon after Trump's $200bln..[read more]
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Rates Plummet to 3 Year Lows, But There Are Caveats
Fri, 09 Jan 2026 18:56:00 GMT
On a week where the mortgage market was most likely to experience volatility due to Friday's jobs report, Thursday afternoon's surprise announcement of $200bln in GSE MBS (mortgage-backed securities) buying stole the show. This was already juicing th..[read more]
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What's Up With The New MBS Buying Announcement and The Massive Reaction in The Market?
Fri, 09 Jan 2026 16:12:55 GMT
On Thursday afternoon with less than an hour left to trade, Trump announced he would be directing his representatives to buy $200bln in mortgage-backed securities (MBS). No matter what one's personal opinions may be regarding bold announcements from ..[read more]
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PHH Webinar Series; Agencies to Buy One Month's Worth of Production - Similar to 2020; In-Person Events for 2026
Fri, 09 Jan 2026 16:10:54 GMT
A frequent topic in this Commentary is how lenders are responsible for only a small portion of the affordability issue. A big hit to affordability is insurance, and thank you to Kevin K. for passing along this story focused on fire resilience and hom..[read more]
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Fairly Tame Jobs Report, MBS Have Magic Armor Either Way
Fri, 09 Jan 2026 13:40:49 GMT
The jobs report came out mixed with payrolls falling 10k short of the 60k forecast and the unemployment rate ticking down to 4.4% vs a 4.5% forecast. The unemployment rate decline is mitigated somewhat by the decline in labor force participation.&nbs..[read more]
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