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Bonds Find Some Solace in Warsh Despite a Bit More Selling
Bonds Find Some Solace in Warsh Despite a Bit More Selling The past 2 days have been rough for the bond market--nothing catastrophic, but "brisk" in terms of unexpected selling pressure. To be fair, buying/selling pressure is never truly expected (otherwise, why wait to trade it?), and higher volat
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Mortgage Rates Jump to Highest Levels in a Week
In a real sense, today's rate update is more of an addendum to yesterday's rate update. Yesterday afternoon saw heavy, continued selling in the bond market amid a flood of trading associated with the end of the quarter. Because mortgage rates are directly based on the bond market, this resulted in m
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Accounting, AllReg's AI Tools; Isaac Boltansky Interview; CRA Stats; STRATMOR on LO Trust
We find ourselves in the 3rd quarter of 2026. The stock market has made the headlines, but between a) the reduction in the number of publicly held companies, and b) the weight given to AI-related stocks, it is worth reminding everyone that the stock market is not the economy. Economies are complex,
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Tuesday Sell-Off Sticking; Warsh and ISM On Deck
Bonds have added modestly to Tuesday's big quarter-end sell-off (a phenomenon that has nothing to do with the sorts of fundamental developments that dictate a vast majority of market movement). Thankfully, the random plumbing-related volatility is behind us as we begin the new quarter. Old-school po
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