- Friday, August 4, 2023
- Wage growth falling but needs to decelerate further for Fed's inflation target: Goldman's Hatzius CNBC
- Here's what the July jobs report means for the Fed's inflation fight CNBC
- Comments on July Employment Report Calculated Risk Blog
- The U.S. economy added 187,000 jobs in July, less than expected CNBC
- The U.S. economy added 187,000 jobs in July, less than expected CNBC
- Market sentiment around commercial real estate is worse than the reality, says RXR's Scott Rechler CNBC
- Thursday, August 3, 2023
- Mortgage Rates Near 23 Year Highs. Is There Any Hope? Mortgage News Daily
- Hotels: Occupancy Rate Up 0.6% Year-over-year Calculated Risk Blog
- 10-year yields spike to the highest level since Nov. 2022 CNBC
- Lending Standards Tighten Further as Banks Expect More to Come Eye on Housing
- Bank of England governor says cautious approach needed after unwelcome surprises in inflation data CNBC
- July Employment Preview Calculated Risk Blog
- Bank of England hikes rates by 0.25 bps CNBC
- Client Database, Relationship, Hedge Cost Tools; Events, Training, and Webinars Mortgage News Daily
- Single-family home construction has bottomed in current macro environment: Builders FirstSource CEO CNBC
- BOJ Intervenes for Second Time This Week to Slow Yield Spike Bloomberg
- Richmond Fed's Barkin says inflation remains too high, expects economy to slow Marketwatch
- ISM Services Index Decreases to 52.7% in July Calculated Risk Blog
- New Home Sales Increasingly Backed by FHA Loans Eye on Housing
- Weekly Initial Unemployment Claims Increase to 227,000 Calculated Risk Blog
- Bank of England hikes rates by quarter percentage point in split vote CNBC
- 10-year Treasury yield climbs as investors digest U.S. rating downgrade CNBC
- Wednesday, August 2, 2023
- A giant wealth transfer explains why the economy isn't responding to Fed policy: Ray Dalio Marketwatch
- Mortgage Rates Highest in Nearly a Month Mortgage News Daily
- JPMorgan CEO Jamie Dimon calls Fitch Ratings U.S. downgrade 'ridiculous,' but says 'doesn't really matter' CNBC
- Treasury market starting to see first signs of stress, says Strategas' Clifton CNBC
- Homeownership Rates for Households Aged Under 35 Fell to 38.5% Eye on Housing
- Foreign buyers are bailing on the U.S. housing market. Here's why CNBC
- Foreign buyers of U.S. homes fall to lowest level on record CNBC
- How Much will the Fannie & Freddie Conforming Loan Limit Change for 2024? Calculated Risk Blog
- Unaffordable Prices & Bidding Wars Hold Buyers Back Eye on Housing
- Affordability Continues to Crimp Application Volume Mortgage News Daily
- Treasury Issues Updated Auction Amounts Treasury
- Private sector added 324,000 jobs in July, well above expectations, ADP says CNBC
- Fitch 'vying for credibility' with U.S. rating downgrade, says Moneta CIO Aoifinn Devitt CNBC
- 2008 & 2018 lenders: ghosts in the machine; warehouse, pre-approval, DPA, manufactured housing, marketing products Mortgage News Daily
- Private sector added 324,000 jobs in July, well above expectations, ADP says CNBC
- HousingWire: Existing home sales are near record lows due to supply and affordability issues CNBC
- U.S. debt downgrade sinks global markets but economists are not concerned CNBC
- Tuesday, August 1, 2023
- Mortgage Rates Are Basically Back to 9-Month Highs Mortgage News Daily
- The 5 U.S. metro areas with the highest single-family rents 3 are in California CNBC
- Job market is undergoing an 'immaculate cooling,' says economist but there are pockets of heat CNBC
- Expect recession around year end: JPMorgan's Bob Michele CNBC
- 'Eye-popping' borrowing need from U.S. Treasury raises risk of buyers' fatigue Marketwatch
- June Gains in Private Residential Construction Spending Eye on Housing
- Asking Rents Negative Year-over-year Calculated Risk Blog
- Job openings, layoffs declined in June in a positive sign for the labor market CNBC
- Manufacturing activity contracts for a ninth straight month CNBC
- Construction Spending Increased 0.5% in June Calculated Risk Blog
- When mortgage rates hit 5% expect a flood of housing inventory, says Compass CEO Robert Reffkin CNBC
- Construction Job Openings Little Changed Eye on Housing
- ITIN, AOT, Warehouse, Servicing Products; Rocket Changes, Conventional Conforming News; Fannie's $5 billion Net Income Mortgage News Daily
- Why so many Americans feel trapped in their homes by their low-rate mortgages CNBC
- CoreLogic: US Annual Home Price Growth Inches Up in June Calculated Risk Blog
- Treasury yields hold steady as investors look to key economic data ahead CNBC
- Australia's central bank leaves rates unchanged at 4.1% CNBC
- Monday, July 31, 2023
- Mortgage Rates Roughly Unchanged From Friday Mortgage News Daily
- Banks say conditions for loans to businesses and consumers will keep getting tougher CNBC
- Freddie Mac House Price Index Increased in June to New High; Up 1.7% Year-over-year Calculated Risk Blog
- Fed SLOOS Survey: Banks reported Tighter Standards, Weaker Demand for All Loan Types Calculated Risk Blog
- Red-hot rent market cracks: Rent growth falls below zero CNBC
- Lebanon's central bank chief steps down and many blame him for the country's economic collapse CNBC
- Some Buyers Remain Engaged, Despite Lower Affordability Eye on Housing
- Dwindling excess savings could scupper markets' soft-landing hopes Reuters
- Efficiency, POS, Policy and Procedure Tools; Events and Webinars Entering August; More "Soft Landing" Talk? Mortgage News Daily
- Does Resurgent House Price Growth signal A Bottom in the Housing Market? First American
- Falling inflation has more to do with post-pandemic effects than Fed hikes: Lazard's Peter Orszag CNBC
- Housing Share of GDP Remains Lower in the Second Quarter of 2023 Eye on Housing
- Housing July 31st Weekly Update: Inventory increased 1.1% Week-over-week; Down 10.1% Year-over-year Calculated Risk Blog
- Johnson: There's a disconnect between the markets and economic data CNBC
- Euro zone economy shows resilience as second-quarter GDP beats expectations, inflation slips CNBC
- Treasury yields little changed as investors assess inflation outlook CNBC
- Sunday, July 30, 2023
- CNBC Daily Open: More signs the Fed might stop hikes CNBC
- Friday, July 28, 2023
- Agencies update guidance on liquidity risks and contingencyplanning Federal Reserve
- Hotels: Occupancy Rate Up 0.5% Year-over-year Calculated Risk Blog
- How on-the-job training programs could help solve America's massive labor shortage CNBC
- Personal Income Rises 0.3% in June Eye on Housing
- Home Equity, DPA, Servicing, Database Mining, Warehouse Products; Underwriting Best Practices Mortgage News Daily
- Inflation Adjusted House Prices 4.4% Below Peak; Price-to-rent index is 7.9% below recent peak Calculated Risk Blog
- July final read on consumer sentiment downgraded to 71.6 CNBC
- Housing Affordability Expectations Slide Back, Again Eye on Housing
- PCE Measure of Shelter Slows to 8.0% YoY in June Calculated Risk Blog
- U.S. employment costs moderate in second quarter Marketwatch
- Key Fed inflation rate falls to lowest annual rate in nearly 2 years CNBC
- German EU-harmonised consumer prices rise by 6.5% in July Reuters
- BOJ Sends Yields Soaring With Surprise Change to Rate Limit Bloomberg
- BOJ loosens grip on rates as prices rise, markets bet on bigger pivot Reuters
- Personal Income increased 0.3% in June; Spending increased 0.5% Calculated Risk Blog
- 2-year Treasury yields fall as investors await latest inflation insights CNBC
- Thursday, July 27, 2023
- Mortgage Rates Surge Higher, But Not Because of Yesterday's Fed Rate Hike Mortgage News Daily
- Goldman Sachs' Jan Hatzius: A November rate hike is possible but don't expect a September hike CNBC
- Former Fed official Clarida backs another interest-rate hike this year Marketwatch
- Tiny Increase Ends Three-Month Pending Sales Drought Mortgage News Daily
- BOJ to discuss yield curve control tweak to allow rates over 0.5% Nikkei
- Fannie and Freddie: Single-Family Mortgage Delinquency Rate Declined, Multi-Family Increased in June Calculated Risk Blog
- Former Atlanta Fed President Dennis Lockhart: A rate cut in May '24 is wishful thinking CNBC
- Hedging, Productivity, POS, Audit and Tax Products; Non-Agency News; STRATMOR on Sales Costs; GDP Solid Mortgage News Daily
- June pending home sales beat expectations as Midwest sees strong pricing CNBC
- More New Homes Improve Expectations of Housing Availability Eye on Housing
- Durable goods climb 4.7% on Boeing contracts. Details of report not quite as strong. Marketwatch
- GDP grew at a 2.4% pace in the second quarter, topping expectations despite recession calls CNBC
- Jobless claims drop to the lowest level since February Marketwatch
- Weekly Initial Unemployment Claims Decrease to 221,000 Calculated Risk Blog
- BEA: Real GDP increased at 2.4% Annualized Rate in Q2 Calculated Risk Blog
- GDP grew at a 2.4% pace in the second quarter, topping expectations despite recession calls CNBC
- ECB raises rates by 25 basis points, says inflation set to remain ‘too high for too long’ CNBC
- European Central Bank raises rates by 25 basis points, says inflation set to remain 'too high for too long' CNBC
- Treasury yields inch higher as investors absorb Fed rate hike, Powell comments CNBC
- CNBC Daily Open: Powells conference had something for bulls and bears CNBC
- Wednesday, July 26, 2023
- Mortgage Rates Fall Moderately After Fed Rate Hike Mortgage News Daily
- Fed Chair Powell remarks on supply constraints in the housing market CNBC
- Fed Chair Powell: A return to 2% inflation could come by 2025 CNBC
- Measured Hawkishness: The Fed Hikes in July Eye on Housing
- Fed Chair Powell: Data has been broadly consistent with expectations, which is why we hiked rates CNBC
- Fed Chair Jerome Powell: Upcoming economic data will inform the Fed's September rate policy CNBC
- Powell is leaving the Fed's options open, says PIMCO's Richard Clarida CNBC
- Federal Reserve raises interest rates by an additional 25 bps CNBC
- Fed approves hike that takes interest rates to highest level in more than 22 years CNBC
- Today's Fed meeting will underscore data dependency, says former Kansas City Fed president CNBC
- Productivity, Automation, Data Tracking; HELOC Servicing Products; Freddie and Fannie News; Interview on Yield Curve Inversion Mortgage News Daily
- New home sales for June fell short of expectations CNBC
- Rates Continue to Deter Purchasing Mortgage News Daily
- Former Atlanta Fed President Dennis Lockhart: At least one more rate hike is required CNBC
- Mizuho: Real estate concerns are priced in, and REITS offer a good defense CNBC
- Treasury yields fall ahead of Fed interest rate decision CNBC
- Tuesday, July 25, 2023
- Mortgage Rates Back Over 7%, at 2-Week Highs Ahead of Fed Mortgage News Daily
- Here's what to expect from the Federal Reserve meeting Wednesday CNBC
- Banc of California reportedly in talks to buy PacWest CNBC
- Mixed Results on YoY Home Price Appreciation Mortgage News Daily
- Home prices in May rose for the 4th straight month with regional disparities widening CNBC
- NBER Chair John Lipsky: There's good reason to believe inflation will moderate without Fed action CNBC
- CNBC Fed Survey: 40% of respondents say stocks are somewhat overpriced relative to soft landing CNBC
- Borrower-Focused, MI, Retention. MERS Audit, Delinquency Mgt. Products; Events and Training Mortgage News Daily
- Interest for New Homes Strengthens Eye on Housing
- Comments on May Case-Shiller and FHFA House Prices Calculated Risk Blog
- Everyone thinks the Fed's rate hike this week will be the final one — except the Fed Marketwatch
- Case-Shiller: National House Price Index Decreased 0.5% year-over-year in May Calculated Risk Blog
- Home Prices Fell Year-Over-Year in May Wall Street Journal
- Treasury yields climb as investors weigh interest rate decisions ahead CNBC
- Monday, July 24, 2023
- Mortgage Rates Unchanged to Slightly Higher Mortgage News Daily
- Looking ahead to the Fed: What to expect from the FOMC's rate decision this week CNBC
- Small rate hike 'baked in the cake' at next Fed meeting, says former Fed governor CNBC
- Fmr. Dallas Fed President Robert Kaplan: I'd love to see a more broad approach to fighting inflation CNBC
- Update on Four High Frequency Indicators Calculated Risk Blog
- Construction, Rental DSCR, Warehouse Products; Agency News; MBS and Rate Sheet Pricing; Retail Profitability Study Mortgage News Daily
- Housing Demand Slows on Higher Rates and Prices Eye on Housing
- Housing July 24th Weekly Update: Inventory increased 1.9% Week-over-week; Down 8.8% Year-over-year Calculated Risk Blog
- Treasury yields little changed as investors prepare for Fed meeting CNBC
- A 10-year rally in U.S. home prices could be coming to an end, says Yale's Robert Shiller CNBC
- European markets set for mixed open ahead of busy earnings week, ECB meeting CNBC