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| AI Governance, License Renewal, Servicing Transfer, SOC Products; Fannie Earnings | ||
| 10/28/2026 10:01 AM | ||
| The other day I went to Costco, and for $5.99 bought a pumpkin pie the size of a hubcap. What inflation? Costco’s hot dog/soda combo or the rotisserie chicken are loss leaders, but actual gasoline, beef, lettuce, restaurant meals, goods from overseas, and other items’ price changes have kept inflation in the headlines and impacted mortgage rates. (...Read More | ||
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| Bonds Trying to Ignore Tech Sector Healing | ||
| 10/28/2026 9:38 AM | ||
| Coreweave stock moved higher again overnight and Coreweave bond yields continued lower, with some issues now back to yields seen 2 weeks ago. Treasuries/MBS have been doing their best to hold sideways after last week"s rally, but can only do so much when that rally was driven by factors that are visibly unwinding. As for today"s Fed announcement, t...Read More | ||
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| Boring, Sideways Day. Does Wednesday"s Fed Announcement Even Matter? | ||
| 10/27/2026 3:40 PM | ||
| Boring, Sideways Day. Does Wednesday"s Fed Announcement Even Matter? Neocloud concerns continued to experience a small correction/consolidation after last week"s surge. Interest rates could have justified a bit of weakness as a result, but managed to hold fairly steady. Bond market indecision likely has mor...Read More | ||
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| Mortgage Rates Hold Steady Yet Again | ||
| 10/27/2026 3:10 PM | ||
| It was a remarkably calm day for the mortgage market on two separate levels. First off, the average lender set this morning"s rates right in line with yesterday"s latest levels. Additionally, there were very few intraday changes (and in those cases, rates improved modestly). [thirtyyearmortgagerates] All of the above is made possible by the fact ...Read More | ||
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| Appraisal Review, Equity, QC Tools; Jumbo Competition, Microsoft News Implications? STRATMOR Tech Survey | ||
| 10/27/2026 10:30 AM | ||
| The ancient Chinese philosopher Sun Tzu said, “Sometimes the best victory is the battle that was not fought.” In a shrinking residential market there are a lot of potential battles, for example: “Rob, are you hearing that some IMBs are not charging an origination fee or putting caps on LO comp for jumbo loans?” Of course, especially if the independ...Read More | ||
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| Mostly Consolidating Ahead of Fed. Some Pressure From Neocloud Bounce | ||
| 10/27/2026 9:07 AM | ||
| "Neocloud" has entered the commentary. This is shorthand for the market segment in which Coreweave operates. Neocloud companies have been the epicenter of recent concerns in tech that have helped fuel the mid October bond rally. Their negative momentum leveled off last Thursday--the same time bond yields bottomed. Neocloud stocks are up ...Read More | ||
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| Bonds Hold Ground Despite Some Healing in Tech | ||
| 10/26/2026 3:15 PM | ||
| Bonds Hold Ground Despite Some Healing in Tech Monday was exceptionally uneventful for the bond market--as is more often than not the case for data-free Mondays without any other major developments. There were some minor developments though. Tech stocks bounced back a bit, closing at their best level since ...Read More | ||
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| Mortgage Rates Hold Steady Over The Weekend | ||
| 10/26/2026 2:43 PM | ||
| It was an uneventful day for mortgage rates, which is just the sort of thing you want to see when the average lender is just a hair above the lowest levels in more than a month. There were no significant economic reports or other market developments that caused any major volatility for rates/bonds. The dominant theme, of late, has been investor ro...Read More | ||
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| Equity, Reverse, Non-Agency, UAD 3.6 Products; What"s Ahead in Capital Markets? | ||
| 10/26/2026 10:19 AM | ||
| Lender and Broker Products, Services, and Software Manual document reviews, repeated data entry and time-consuming “stare and compare” tasks slow down back-office processes. ICE Aurora is an enterprise mortgage AI solution that helps lenders and servicers move from manual, fragmented steps to more connected, AI-supported workflows. This allows mo...Read More | ||
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| Slightly Stronger Start, But Generally Sideways and "Waiting" | ||
| 10/26/2026 8:46 AM | ||
| Bonds are technically just a hair stronger this morning, but in the slightly bigger picture, nothing has happened yet this week (not that we"d expect that to be the case before 10am on a Monday). The tech stock narrative that precipitated a sharp bond rally last Thursday continues to consolidate in a sideways pattern. Bonds are doing the same. Both...Read More | ||
