Market Analysis Week of 1-26-2026
Unusual News Pushes Rates Higher
Surprisingly, the biggest influences on mortgage markets last week were comments from President Trump about Greenland. Major inflation data delayed by the government ...
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Market Analysis Week of 1-19-2026
Mortgage Markets Quiet
Mortgage markets were relatively quiet over the past week. Although the inflation data was a bit lower than expected, there was little reaction. Mortgage rates ended last week slightly higher but remain near their lowest...
Market Analysis Week of 1-12-2026
Government MBS Buying
Surprisingly, the big news last week for mortgage markets was not the Employment report. Instead, the announcement that the government will purchase large quantities of MBS caused a nice rally at the end of the week, and ...
January Update – Mortgage Rate Forecast
Welcome to my January newsletter, with a look at where mortgage rates stand, how yesterday’s Fannie Mae/Freddie Mac announcement could push rates lower, and how the Los Angeles market is setting up as we head into 2026.
Mortgage Rate...
Market Analysis Week of 1-5-2026
Quiet Finish for Mortgage Markets
With a lack of major economic news, the final couple of weeks of 2025 were relatively quiet for mortgage markets. While recent data suggests that economic growth remains on track, consumers are concerned about...
Market Analysis Week of 12-22-2025
Inflation Surprise Nudges Rates Lower
A flood of major economic data delayed by the government shutdown was released last week. The biggest surprise was that CPI inflation was much lower than expected. The reaction to this data was small, howe...
Market Analysis Week of 12-15-2025
Fed Meeting Leaves Rates Slightly Higher
With little major economic news, investors were focused on the Fed meeting last week. The message from the Fed was essentially in line with expectations, however, causing little reaction. Mortgage rates...
Market Analysis Week of 12-08-2025
Builder Sentiment Improves Slightly
The latest survey of home builder sentiment on housing market conditions from the NAHB unexpectedly rose from 37 to 38, the highest level since April. However, the index remained in negative territory below ...