Today's Commentary · July 22, 2026

July 22: AE, broker jobs; Servicing, non-Agency, AI processing tools; Condo turmoil ahead? Traders to buy economic news in advance?

There’s always something in the news, whether it is Jimothy the raccoon in the Northwest, or the Canadian wildfire smoke in the Northeast which coincided with more tariffs directed at Canada. Homebuilders, and those who lend to them, know that materials from Canada are already subject to tariffs, but the new tariffs could affect building materials such as (primarily) cement, doors, heating and ventilation equipment, glass, and plywood products. Speaking of building, the artificial intelligence boom in the United States is being matched by a data center...