Strong Retail Sales
Overview: Over the past week, investors remained focused on elevated levels of inflation and the resulting monetary policy tightening...
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Market Perspective
Apr 13, 20222 min read
Inflation Climbs
Overview: Over the past week, investors remained focused on elevated levels of inflation. The most recent readings revealed additional...
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Apr 6, 20222 min read
Fed Reveals Plans to Reduce Balance Sheet
Overview: Although Federal Reserve officials have become increasingly hawkish (in favor of tighter monetary policy) in recent weeks,...
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Mar 30, 20222 min read
Tight Labor Market
Overview: While mortgage markets remained very volatile over the past week, there was little news to significantly change the outlook for...
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Mar 23, 20222 min read
Fed Signals a More Hawkish Stance
Overview: Over the past week, investor expectations increased yet again for the pace of tightening by the Federal Reserve, which was...
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Mar 16, 20222 min read
Fed Tightens Monetary Policy With First Rate Hike in Four Years
Overview: Over the past week, shifting expectations for a resolution to the Ukraine conflict continued to cause daily volatility in...
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Mar 9, 20222 min read
Strong Labor Market Continues
Overview: Over the past week, investors continued to react to shifting expectations for a resolution to the conflict in Ukraine. Daily...
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Mar 2, 20222 min read
Investors React to Ukraine
Overview: The dominant influence on mortgage markets over the past week was the conflict in Ukraine, which caused investors to shift to...
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Feb 23, 20222 min read
Existing-Home Sales Rise 7% in January
Over the past week, headlines about Ukraine and shifting expectations for future Federal Reserve policy caused some daily volatility for...
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Feb 16, 20222 min read
Fed Continues to Tighten Policy
Overview: Over the past week, a wide range of events created a great deal of volatility for mortgage markets and pushed rates higher. The...
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Feb 9, 20222 min read
Labor Market Remains Strong
Overview: Over the past week, the primary focus was on Friday’s key labor market report, which revealed much stronger than expected...
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Feb 2, 20222 min read
Inflation Climbs
Overview: Since the Federal Reserve meeting on January 26, the economic news has revealed no significant surprises. Inflation continued...
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Jan 26, 20222 min read
Fed Policy Changes Coming
Over the past week, investors were focused on Wednesday’s Federal Reserve meeting. Mortgage rates fell ahead of the meeting, but rose...
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Jan 19, 20222 min read
Retail Sales Retreat, Housing Starts Rise
Since the start of the year, concerns about higher inflation have been negative for mortgage markets. While there was no significant...
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Jan 12, 20222 min read
Inflation Surges
Overview: Over the past week, the major economic data revealed that both wage increases and overall inflation rose slightly more than...
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Jan 5, 20222 min read
Manufacturing Slows as Labor Market Remains Tight
Unrelated to any specific news, mortgage rates climbed steadily during the first few days of the new year and ended at the highest levels...
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Dec 15, 20212 min read
Inflation, Omicron, Consumer Spending Remain Concerns
Overview: Over the past week, news about the omicron variant, stronger than expected inflation data, a shortfall in consumer spending,...
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Dec 8, 20212 min read
Mixed Labor Market Report
Overview: Over the past week, easing concerns about the impact of the omicron variant on global economic growth was negative for mortgage...
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Dec 1, 20212 min read
The Fed and The Pandemic
Overview: Over the past week, concerns about a new COVID variant caused investors to shift to less risky assets, which was positive for...
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Nov 3, 20212 min read
Services Sector Shines, Fed to Taper Bond Purchases Starting This Month
Overview: There were no surprises from Wednesday’s highly anticipated Federal Reserve meeting. While the services sector data surpassed...
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