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Big Bad Day For Bonds. What's Next?
Big Bad Day For Bonds. What's Next? Bonds sold off early and aggressively on Monday in a move that most onlookers are quickly attributing to geopolitics. Specifically, the thought is that higher oil prices imply higher inflation and, thus, higher rates. While some traders probably woke up and decide
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Mortgage Rates Jump Back Into The 6's
Mortgage rates began the new week with a fairly quick jump back into the low 6% range (top tier 30yr fixed rate for the average lender). With the news cycle very focused on developments in Iran, most coverage attempts to correlate geopolitical events with market movement. The only legitimate way to
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HELOC, AI/Compliance, eNote Products; Skiing and AI Events/Training; Capital Markets
In what seems to be the blink of an eye we’re down two months of 2026, and by most accounts they were decent for lenders and vendors. Here in Ft. Lauderdale at the Lenders One Summit, the talk in the hallways, like that at several recent conferences, is centered around a handful of topics, M&A b
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March Starts Sharply Weaker. Is it Iran?
Spoiler alert: it's not Iran. And this morning's yields are the 2nd lowest in more than 3 months behind last Friday. Last Friday was also a month-end trading day with a mini snowball rally that defied overt explanation (apart from "month end bond buying")--a fact that led us to warn about the risk o
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