Weekly Newsletter
NEWSLETTER ARCHIVE
- Lowest Rates in 2 Months. Was it The Fed or Econ Data? February 21, 2025It ended up being another good week for rates with another Friday drop to the lowest levels in 2 months. Momentum shifted for the better after Wednesday's Fed Minutes but accelerated quickly after Friday's economic data. Which deserves more credit?
- The Unlikely Story of Mortgage Rates Falling to 2 Month Lows Despite Higher Inflation February 14, 2025The final two days of the present week weren't on many bingo cards as of Wednesday afternoon. At the time, rates were jumping higher in response to inflation data and no one expected to end the week at the lowest levels in nearly 2 months.
- Despite Apparent Volatility, Rates Have Been Surprisingly Calm February 7, 2025It would be more than fair to expect elevated market volatility based on the quantity and tone of recent news headlines. But the market remains more focused on the hard data.
- Bonds Brace For Tariff Impact, Just Like Last Time January 31, 2025Spoiler alert: no one really knows how tariffs are going to impact the market yet. Much is left to be decided, and the outcomes can vary depending on the details.
- Can Trump Actually Force Rates to Move Lower? January 24, 2025Can Trump Actually Force Rates to Move Lower? Yes, but not immediately, not the way