- Tuesday, March 2, 2021
- Avallone: The fear of the 10-year yield heading towards 2% and staying there are a bit exaggerated CNBC
- Monday, March 1, 2021
- Too Strong to Give Up Hope. Too Weak to Rest Easy; Construction Spending Doubles Expectations MND's Daily Newsletter
- Construction Spending Rising Twice as Fast as Expected Mortgage News Daily
- One Year Later: The Coronavirus Pandemic's Impact on the U.S. Housing Market In 12 Charts Redfin
- New Report From Consumer Financial Protection Bureau Finds Over 11 Million Families At Risk Of Losing Housing CFPB
- S&P 500 set for best day in nine months on vaccine, stimulus cheer Reuters
- Higher rates and high prices squeezing homebuyers CNBC
- Update: Framing Lumber Prices More Than Double Year-over-year Calculated Risk Blog
- How rising rates are impacting REIT ETFs CNBC
- PIMCO's Schneider: Shifting the Treasury's general account puts more pressure on rates CNBC
- The 9am Bond Report - March 01, 2021 CNBC
- February final manufacturing PMI comes in at 58.6 vs 58.5 expected CNBC
- ISM manufacturing index beats expectations in February CNBC
- Construction Spending Increased 1.7% in January Calculated Risk Blog
- Stocks rally at open on vaccine hopes and lower bond yields CNBC
- Housing Inventory March 1st Update: At Record Lows Calculated Risk Blog
- Ops, MLO Jobs; Sales, Non-QM, HELOC Products; Agency and Investor Disaster Policies; the Fed and Rates Mortgage News Daily
- Pent-up demand driving global factory revival Reuters
- European markets bounce, following global rally as Treasury yields fall; Stoxx 600 up 1.4% CNBC
- Here's what's kindling inflation fears CNBC
- Wall Street set for higher open as bond markets calm; PMIs in focus Reuters
- Rising rates spook the markets in the first two months of 2021 CNBC
- Sunday, February 28, 2021
- This bond market is so radically oversold,' economist David Rosenberg says CNBC
- Friday, February 26, 2021
- Forbearances Tick Up; Relief Extended; Brutal Week For Rates But There's Hope (Hopefully) MND's Daily Newsletter
- Brutal Week For Rates But There's Hope (Hopefully) Mortgage News Daily
- Forbearances Post Typical Mid-Month Increase Mortgage News Daily
- Fannie Mae Releases January 2021 Monthly Summary Fannie Mae
- February consumer sentiment comes in at 76.8, matching expectations CNBC
- Cashin: There are fears the Fed has lost control of the bond market CNBC
- The 9am Bond Report - February 26, 2021 CNBC
- Lenders Hiring MLOs; Correspondent, Tech, Servicing, Tech Products; What you Should Know About Yesterday's Rate Move Mortgage News Daily
- Freddie Mac's 12-Month Portfolio Growth Nears Half Trillion Mortgage News Daily
- Fannie/Freddie COVID Programs Extended to Match FHA, VA Deadlines Mortgage News Daily
- NY Times Upshot: "Where Have All the Houses Gone?" Calculated Risk Blog
- Fiscal stimulus fires up U.S. consumer spending; inflation benign Reuters
- U.S. CDC says trend of decline in COVID-19 cases may be stalling Reuters
- Art Cashin expects more stock pain as traders worry about Fed losing control of bond market CNBC
- Q1 GDP Forecasts Calculated Risk Blog
- Personal Income increased 10.0% in January, Spending increased 2.4% Calculated Risk Blog
- Clarida, U.S. Economic Outlook and Monetary Policy Federal Reserve
- U.S. House on verge of approving Biden's $1.9 trillion COVID-19 aid bill Reuters
- Bank of England official warns inflationary 'tiger' has awoken, sending bond yields higher CNBC
- Analysis: Global bond rout turns up the heat on central banks Reuters
- Thursday, February 25, 2021
- Pending Home Sales Post 5th Straight Loss; Mortgage Rates Well Over 3 Percent MND's Daily Newsletter
- Mortgage Rates Are Now Well Over 3 Percent Mortgage News Daily
- Rising bond yields challenge stocks and the Fed — Here's why CNBC
- Bill Baruch on 10-year hitting February high CNBC
- Freddie Mac: Mortgage Serious Delinquency Rate decreased in January Calculated Risk Blog
- Pending Home Sales Post 5th Straight Loss Mortgage News Daily
- Ops, MLO Jobs; Cap. Mkts., Valuation, Default, Fulfillment Tools; Technology and Processing Notes Mortgage News Daily
- The 9am Bond Report - February 25, 2021 CNBC
- Carlyle’s Rubenstein: High unemployment is a bigger economic risk than market speculation CNBC
- U.S. weekly jobless claims total 730,000, vs 845,000 estimate CNBC
- Fed Chair Powell has a bond dilemma as the economy recovers CNBC
- Why stock investors are starting to really worry about rising bond yields CNBC
- Stocks just got some new competition from bonds as 10-year rate tops dividend yield CNBC
- Here's why jobless claims are the wrong way to understand unemployment in the U.S. CNBC
- Hotels: Occupancy Rate Declined 23.8% Year-over-year Calculated Risk Blog
- Q4 GDP Growth Revised up slightly to 4.1% Annual Rate Calculated Risk Blog
- U.S. weekly jobless claims total 730,000, vs 845,000 estimate CNBC
- Stocks rise, bond yields too - despite central banker talk-down efforts Reuters
- 10-year Treasury yield moves higher ahead of fourth-quarter GDP update CNBC
- Wednesday, February 24, 2021
- Mortgage Apps Tumble as Rates Surge; New Home Sales Still Strong MND's Daily Newsletter
- Highest Mortgage Rates Since June 2020 Mortgage News Daily
- Powell confirmed growing optimism for economic recovery: Expert CNBC
- New Home Sales on the Rise 4.3% in January Mortgage News Daily
- Bond markets react to Powell comments on Capitol Hill CNBC
- Fed Chair Jerome Powell: Fed will communicate progress toward goals CNBC
- New home sales jump 4.3% in January, vs. 0.9% expected CNBC
- Fedwire resumes operations after hourslong disruption Reuters
- The 9am Bond Report - February 24, 2021 CNBC
- Biden administration may undo certain Trump-era mortgage rules CNBC
- AIA: "Architecture Billings continue to contract" in January Calculated Risk Blog
- MLO Jobs; Servicing, Customer Service, Decisioning, Retention Tools; Events and Training This Week Mortgage News Daily
- Mortgage Application Volume Continues Decline Mortgage News Daily
- Wall Street regains footing after Powell calms inflation jitters Reuters
- Former Dallas Fed President Richard Fisher on Powell's testimony CNBC
- A few Comments on January New Home Sales Calculated Risk Blog
- Watch live: Fed Chair Powell testifies before House panel CNBC
- U.S. House plans vote on COVID-19 aid bill on Friday Reuters
- European markets mostly higher as investors digest Fed outlook, German data CNBC
- Treasury yields rise slightly ahead of Fed Chair Powell's second congressional testimony CNBC
- Tuesday, February 23, 2021
- December Home Price Gains Highest Since 2014; Glimmer of Hope in Bonds, But it Might be a Trap MND's Daily Newsletter
- Fed will tolerate above average inflation before reacting: Economist CNBC
- Here are the highlights from Powell's testimony on inflation, yields CNBC
- Is Fed Chair Powell 'cool' with more fiscal aid? Suddenly he won't say Reuters
- S&P 500, Dow closes higher in late session turnaround Reuters
- December Home Price Gains Highest Since 2014 Mortgage News Daily
- MLO, Ops Jobs; Underwriting, Loss Mit, Broker, Corresp., Jumbo Products; VA, FHA, Ginnie Changes Mortgage News Daily
- Commentary: The Fed has a simple tool it can deploy to curb market speculation CNBC
- Consumer Confidence Index in February hits 91.3 CNBC
- The 9am Bond Report - February 23, 2021 CNBC
- House to vote on Biden's $1.9 trillion Covid relief bill later this week CNBC
- Stone: The bond market is telling us it's expecting better real economic growth CNBC
- Powell says economy still needs Fed support, markets not driven by loose money Reuters
- Fed's Powell says support for economy needed for 'some time' Reuters
- Case-Shiller: National House Price Index increased 10.4% year-over-year in December Calculated Risk Blog
- Treasury yields rise ahead of Fed Chair Powell's testimony on the economy CNBC
- Monday, February 22, 2021
- Rates Are In Big Trouble, But Why? Could Home Prices Cool This Spring? MND's Daily Newsletter
- February Easily The Worst Month For Rates in Long Time Mortgage News Daily
- There will be robust growth in 2021: BofA's Michelle Meyer CNBC
- Why the spring housing market may see price drops CNBC
- Rising rates only has moderate cooling effect on housing, says Black Knight's Andy Walden CNBC
- Spending, stimulus fuel strong GDP forecasts in 2021 CNBC
- The Bond Report - 9am - February 22, 2021 CNBC
- Nasdaq, S&P 500 fall, pressured by rising U.S. Treasury yields Reuters
- House panel advances $1.9 trillion Covid relief bill as Democrats move toward passage this week CNBC
- Mohamed El-Erian on why he thinks the market mood has changed CNBC
- More Americans are looking to move as remote work gains acceptance during Covid pandemic CNBC
- Market nervousness growing over Powell's testimony to Congress this week CNBC
- Spending, stimulus suggest strong economic rebound for 2021 CNBC
- Explainer: U.S. Treasury's cash drawdown - and why markets care Reuters
- Housing Inventory Feb 22nd Update: At Record Lows Calculated Risk Blog
- Yellen says to judge Biden stimulus on speed of return to pre-pandemic unemployment Reuters
- Seven High Frequency Indicators for the Economy Calculated Risk Blog
- Treasury yields climb amid economic recovery hopes CNBC
- Friday, February 19, 2021
- Existing Sales Rise, But Inventory is a Drag; Rates Surging, How Bad Could it Get? MND's Daily Newsletter
- Time to Wake Up To The New Mortgage Rate Reality Mortgage News Daily
- The Bond Report - 2pm - February 19, 2021 CNBC
- Fed's Williams: Not concerned about stimulus being excessive right now CNBC
- Existing Home Sales Rise, But Inventories Hamper Results Mortgage News Daily
- Prevention Measures and Increased Borrower Equity Lower Foreclosure Risk Mortgage News Daily
- February first read for Markit Manufacturing PMI comes in at 58.5 CNBC
- U.S. House Democrats advance $1.9 trillion COVID-19 aid bill Reuters
- The Bond Report - 9am - February 19, 2021 CNBC
- Refi Share of Closed Loans Rose 7 bp in January Mortgage News Daily
- MLO and Ops Jobs; Fee Collection, HELOC, Renovation Products; Comp Survey; Bank M&A Trends Mortgage News Daily
- Fed's Williams say high market prices justified by economic growth and low rates CNBC
- Fed sees 'considerable' risk of ongoing U.S. business failures Reuters
- Q1 GDP Forecasts: Movin' on up Calculated Risk Blog
- Rise in Treasury yields prompts speculation of a tantrum' for markets CNBC
- Hotels: Occupancy Rate Declined 29.0% Year-over-year Calculated Risk Blog
- LA Area Port Traffic: Strong Imports, Weak Exports in January Calculated Risk Blog
- Treasury yields rise amid concerns about higher inflation CNBC
- Thursday, February 18, 2021
- Permitting Soars as Builders Prep for Spring Mortgage News Daily
- AE, MLO, Ops Jobs; Rule Logic, Subservicer, Non-QM, POS Products; Rate Moves Partially Impacting Rate Sheets Mortgage News Daily
- The Bond Report - 9am - February 18, 2021 CNBC
- House aims to vote on Covid relief bill by the end of next week, Pelosi says CNBC
- U.S. jobless claims total 861,000 vs. 773,000 estimate CNBC
- Lumber prices top $1,000 for the first time as single-family housing starts drop 12% CNBC
- What the 10-year yield's movement means for inflation CNBC
- Comments on January Housing Starts Calculated Risk Blog
- Treasury yields rise after jobless claims data CNBC
- Housing Starts decreased to 1.580 Million Annual Rate in January Calculated Risk Blog
- U.S. jobless claims total 861,000 vs. 773,000 estimate CNBC
- NY Fed Q4 Report: "Total Household Debt Increased in Q4 2020, Newly Originated Mortgages Reach Record High" Calculated Risk Blog
- Wednesday, February 17, 2021
- Rates MUCH Higher This Week; Silver Linings; Mtg Apps Slide; Builder Confidence Steady MND's Daily Newsletter
- Fed minutes highlight intention to keep rates low: Stifel chief economist CNBC
- Buyer Demand Shores Up Builder Confidence Mortgage News Daily
- Share of U.S. workers holding multiple jobs is rising, new Census report shows Reuters