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Real Estate News |
Full Reversal And Then Some
Wed, 20 May 2026 20:19:36 GMT
Full Reversal And Then Some Bonds more than made up from Tuesday's rout with a massive rally on Wednesday. Unlike Tuesday's move, which was driven by bond-market-specific selling pressure on the part of one accou..[read more]
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Mortgage Rates Recover All of Yesterday's Losses
Wed, 20 May 2026 18:58:00 GMT
Wednesday brought some much-needed relief for the mortgage market after rates surged to new 9 month highs of 6.75% yesterday. Whereas that rate spike was decoupled from the prevailing narrative of war-related headlines, today's recovery was quite the..[read more]
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TPO Non-QM, Vendor Strategy, Cybersecurity Tools; NY Conference Talk; Fed Raise Coming?
Wed, 20 May 2026 15:43:52 GMT
Here in New York, as over a thousand of us head to airports (hopefully avoiding manholes' tragic), the mood has been pragmatic. Not overly optimistic, not somber, just realistic. No one is arguing that the war hasn't driven up worldwide oil prices, i..[read more]
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Bleeding Subsides For Now, Headlines Helping But Bonds Remain Cautious
Wed, 20 May 2026 14:24:52 GMT
Tuesday's massive wave of bond-specific weakness still has the analytical community scratching its collective head. Our contacts are either saying nothing or telling us they're just as perplexed. So far this morning, there hasn't been any sort of rep..[read more]
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Whales Making Waves in Treasury Futures
Tue, 19 May 2026 20:57:48 GMT
Whales Making Waves in Treasury Futures Nerd alert: there's no way to discuss what happened in the bond market today without getting a bit nerdy. Reason being, there was an absolute deluge of block trades in Trea..[read more]
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Mortgage Rates Jump Again, Now up 0.75% Since Start of The War
Tue, 19 May 2026 19:28:00 GMT
It was another rough day for the bond market and, thus, for interest rates. Investors aggressively sold bonds in the first 2 hours of trading, taking 10yr Treasury yields to the highest level in more than a year. Mortgage-specific bonds have been do..[read more]
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AI, Construction, Servicing, QC Products; NY Conference Chatter; AI Governance; LO Comp
Tue, 19 May 2026 15:55:21 GMT
One of the discussion topics here in New York at the MBA conference is, just like every other conference, artificial intelligence, and one of the questions is, "Who's accountable if something goes wrong?' Any one of us in capital markets will tell yo..[read more]
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Increasing Signs of Bond-Specific Panic
Tue, 19 May 2026 13:40:02 GMT
Ever since the initial 2 week ceasefire was announced in the Iran war, the bond market has adhered to trend channels that align with either de-escalation or re-escalation sentiment. Nothing too complicated here: if sentiment is trending in favor of p..[read more]
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Bombarded by Headlines, But Little-Changed
Mon, 18 May 2026 20:18:22 GMT
Bombarded by Headlines, But Little-Changed Monday's trading session ended up being an exercise in headline-watching, as has been the case on so many days since the start of the Iran war. Today was more active tha..[read more]
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Mortgage Rates Start Week at New 9 Month High, But Just Barely
Mon, 18 May 2026 19:34:00 GMT
Mortgage rates hit their highest levels in more than 9 months at the end of last week. Now today, they've edged slightly higher yet again with the average top tier 30yr fixed rate at 6.68% versus 6.65% on Friday. This wasn't necessarily destined to ..[read more]
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