Market Analysis Week of 4-14-2025
Puzzling Week for Mortgage Markets
It was a puzzling week last week for mortgage markets. Tariffs remained the primary focus for investors, and the latest news (see below) was major, but it did not a...
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April Update – Mortgage Rate Forecast
Welcome to my April newsletter, bringing you fresh insights, mortgage rate updates, and key economic developments impacting the Los Angeles housing market.
Interest Rates
Over the past month, mortgage interest rates have experienced n...
Market Analysis Week of 4-7-2025
Mortgage Rates Drop Further
Investors were focused on tariffs last week. Higher tariffs reduced the outlook for global economic growth, which was positive for mortgage markets and negative for stocks. The major economic data caused little reac...
Market Analysis Week of 3-24-2025
Lower Mortgage Rates
While there were no major surprises, the Fed meeting was modestly favorable for mortgage markets overall. The biggest economic report released last week revealed that consumer spending was close to expectations and had lit...
Market Analysis Week of 3-17-2025
Weak Inflation, Steady Rates
The major inflation data released last week was weaker than expected. There was surprisingly little reaction in mortgage markets, however, and rates ended last week nearly unchanged.
Core CPI at 3-Year Low...
March Update – Mortgage Rate Forecast
Welcome to my March newsletter, featuring personal insights, mortgage rate updates, and key economic trends affecting the Los Angeles housing market.
Interest Rates
Last week, fears around the economic impact of recent tariffs ended n...
Market Analysis Week of 3-10-2025
Mortgage Rates Steady
There was a lot of major economic data released last week, but there were few surprises. The key labor market data was very close to expectations, and the other reports were mixed. As a result, mortgage rates ended last w...
Market Analysis Week of 3-3-2025
Mortgage Rates Drop
The latest inflation report confirmed the anticipated decline in the annual rate, removing a major potential threat to the recent rally in mortgage markets. In addition, the other economic data hinted at slower growth, redu...