The World & Monetary Policy Has Split Authored by Bill Blain via MorningPorridge.com, “It’s too early to say..” As the West reopens, China’s lockdowns remain draconian....
The National Association of Realtors reported that existing home sales for December came in as a miss of estimates at 6.18 million The post Did existing...
Housing starts have had a slow and steady climb for many years, and we are nowhere close to the peak of the housing bubble years. The...
- by New Deal democratHousing ended 2021 with a bang, as housing starts (blue in the graph below, left scale) increased to 1.702 million annualized, and...
Investors AlleyThe Perfect Income Play on Rising Mortgage Rates Dear Investor, Last week, the Federal Home Loan Mortgage Corporation (FHLMC), better known as Freddie Mac, reported...
Peter Schiff: The Year Of Living Dangerously Via SchiffGold.com, With 2021 now in the rear-view mirror, I believe that future financial historians may regard it as...
The market extends losses today as short and long bond yields rise to the highest since February 2020. The post Stock Market Today: Dow Jones, S&P...
Market review Q4-2021: The low-rate conundrum Back in the mid-2000s, then-Fed chair Alan Greenspan remarked on the curious phenomenon of long rates staying low even though...
The tides of the mortgage industry are changing as we head into 2022, and just like the sand under the waves, we can expect the appraisal...
There’s a sustained, nationwide surge in housing demand, plus a crippling lack of inventory – and Rochester is hardly impervious to either of these historic trends. ...
Want to know where housing demand is headed? Look at the MBA purchase application data from the second week of January to the first week of...
"I Feel Young Again" - Jeff Gundlach Annual Just Markets Webcast Live It's that time of the year when Jeffrey Gundlach, the billionaire money manager and...
According to CoreLogic's Frank Nothaft, next year should be a strong year for housing. Here are his 5 predictions for the 2022 housing market. The post...
The unemployment rate is currently at 3.9% and we had another big print from the household survey which showed 651,000 jobs gained. The post Unemployment rates...
Mark Fleming, chief economist for First American, examines the housing market's supply-demand imbalance. The post The big short in housing supply isn’t going away appeared first...
Manhattan Apartment Sales Record Best Fourth Quarter In Three Decades For the last quarter of 2021, bargain hunters rushed to purchase apartments in Manhattan. Home sales...
Few in mid-March could have predicted that a perfect storm of ultra-low interest rates, new migration patterns and historic government intervention wouldn’t just save them, but...
Projecting the outlook for the housing market in the coming year, including prospects for the secondary market for mortgage-backed securities, can be an exercise in crystal-ball...
Now that we are just a few days away from 2022, it’s time to look at the positive and the negative housing stories of 2021. The...
- by New Deal democratThe last housing market data for 2021, the FHFA and Case Shiller house price indexes, were reported this morning. Both showed a...
Omicron jitters shaken off by investors in year-end Santa Claus Rally. The post Dow Jones, S&P 500 Soars; Stocks Rally; Apple Nearing $3 Trillion Cap appeared...
Lead Analyst Logan Mohtashami explains NAR's existing home sales data, which is above 6.2 million for the third month in a row. The post Existing home...
As 2021 draws to a close, it’s clear that the private-label RMBS market has notched a year for the record books. The post Private-label RMBS market...
Lead Analyst Logan Mohtashami gives his housing market forecast for 2022 for mortgage rates, the 10-year yield, existing home sales and more. The post The 2022...
Lead Analyst Logan Mohtashami lays out his housing forecast for 2022 for mortgage rates, the 10-year yield, existing home sales and more. The post Logan Mohtashami:...
Lead Analyst Logan Mohtashami explains what November's data on housing starts and permits means for the housing market. The post Housing starts and permits ruin Christmas...
The MBA 2022 forecast includes higher mortgage rates, more purchase volume and tighter margins for lenders. The post Mike Fratantoni on MBA’s 2022 mortgage market forecast...
- by New Deal democratWe got a blizzard of November and December data this morning across all three - coincident, short leading, and long leading -...
Housing inventory has collapsed to all-time lows this year. Lack of inventory continues to be one of the biggest risks to the housing market. The post...
Pending home sales beat estimates and we can say the 2021 housing crash bears are even worse than the 2020 housing crash bears. The post Pending...