Politics, policy, and a market trying to recalibrate after a burst of volatility were the names of the game this week. President Trump’s announcement that he intends to nominate former...

The narrative this week was dominated by policy uncertainty rather than concrete action, beginning with President Trump’s long-teased $200 billion mortgage-backed securities purchase plan, which arrived at Davos with few...

A combination of policy noise, economic data continuing to beat expectations, a meaningful drop in mortgage rates, and elevated uncertainty dominated the narrative this week. Markets continued to digest geopolitical...

We're at quite the intersection of political rhetoric, market structure, and stubborn economic reality. The headline catalyst this week came from President Trump, who asserted that Fannie Mae and Freddie...

With little economic data on the calendar this week, and many people away from their desks, bond markets traded in a tight range absent any major headlines. The release of...

This week marked another decisive step in the mortgage industry’s structural reset, led by United Wholesale Mortgage’s agreement to acquire Two Harbors in a $1.3 billion all-stock deal. While framed...

Stop me when this sounds familiar: There's a disconnect between the Federal Reserve’s official projections and the economic signals policymakers themselves emphasized. Stop? Okay. Despite the Fed delivering a third...

Investors continued rotating into MBS as an alternative to increasingly expensive corporate debt, especially with tech firms gearing up for another wave of bond issuance to fund AI infrastructure. With...

Legal drama, economic uncertainty, shifting rate expectations, and nuanced capital market discussions, all playing out against a stagnant...

Trade drama, inflation signals, and Fed caution, oh my! All weighed heavily on the mortgage and housing sectors. President Trump extended...