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| Modest Overnight Weakness on Oil and Corporate Issuance. | ||
| 8/6/2026 10:04 AM | ||
| It"s as good of a day as any to revisit our primer on corporate debt issuance given that it"s having an impact on bonds today. Alphabet announced a $25bln bond offering around 7:45am ET, and yields instantly moved 2bps higher. Before that, there was nearly 2bps of weakness as bonds followed oil prices modestly higher. Since the start of ...Read More | ||
| Hedging, AVM, Dashboard Tools; UWM News Turn Heads; Chrisman Demo Day Announced | ||
| 8/6/2026 9:53 AM | ||
| Lender and Broker Software, Products, and Services What if the most important capital markets decision you"re making today is based on incomplete data? Mortgage lenders don"t struggle with a lack of information. They struggle with too much of it spread across too many systems. Pricing in one place. Hedge performance in another. Pipeline metrics s...Read More | ||
| Bonds Shake Off Mid-Day Weakness to Hold Mostly Steady | ||
| 8/5/2026 2:28 PM | ||
| Bonds Shake Off Mid-Day Weakness to Hold Mostly Steady Bonds took a break from their recent trend of moderate day over day movement to hold relatively steady on Wednesday. Econ data didn"t get in the way in any noticeable way. If anything, ISM data briefly helped bonds move away from the day"s weaker ...Read More | ||
| Mortgage Rates Steady at 2 Week Lows | ||
| 8/5/2026 2:11 PM | ||
| The bond market and mortgage rates have been on the move lower recently after hitting longer term highs at the end of July. Today offered a break from the recent movement with bonds and rates holding perfectly flat day-over-day. The upside is that this means it"s yet another day spent at the lowest levels in more than 2 weeks. The average to...Read More | ||
| Minimal Overnight Volatility. Waiting on Data and War News | ||
| 8/5/2026 7:55 AM | ||
| With the potential for a Hormuz deal floated earlier in the week, a more substantive announcement remains the biggest opportunity for the bond market until Friday"s jobs report (and even then, could supersede the jobs report depending on the details). Conversely, another diplomatic breakdown or another re-escalation would be the biggest risk. There...Read More | ||
| Solid Showing For Logical Reasons | ||
| 8/4/2026 2:29 PM | ||
| Solid Showing For Logical Reasons Money flooded back into both sides of the market in a major way (albeit more "major" for the stock market) after Bessent said we could be days away from a new deal on Hormuz transit. Oil plunged to the lowest levels since July 13th and bond yields were willing to follow (al...Read More | ||
| Mortgage Rates Lowest in Over 2 Weeks | ||
| 8/4/2026 2:01 PM | ||
| Mortgage rates were a bit hesitant to follow the bond market"s advice yesterday. Specifically, bonds rallied (i.e. bond prices moved higher and yields/rates moved lower). This almost always coincides with mortgage rates falling by a proportional amount. But yesterday didn"t see the typical level of correlation for many lenders. Today is a differen...Read More | ||
| Webcasts, Capital Deployment, DPA Tools; AI and Borrower Trust; Interview with Vesta"s Mike Yu | ||
| 8/4/2026 10:44 AM | ||
| After a general summer lull, and with talk of JPMorgan Chase’s $750 billion housing investment rifling through our biz, mortgage conference season shifts back into gear with next week’s Western Secondary with plenty of events in September and October, so book those rooms. The last time you stayed in a hotel, or maybe you’re reading this right now i...Read More | ||
| Hormuz Deal Hopes Turning Bonds Green at Open | ||
| 8/4/2026 8:39 AM | ||
| This morning is offering another installment of hope for some form of progress in Iran. In today"s case, it was Bessent floating the notion of possible Hormuz deal as early as this week. Markets will believe it when they see it, of course, but they"re certainly willing to trade the hope. After moving modestly higher overnight, oil prices and bond y...Read More | ||
| Sideways and Stronger, But Risks Remain | ||
| 8/3/2026 2:52 PM | ||
| Sideways and Stronger, But Risks Remain Monday was "nice." Bonds rallied more than a little bit and held those gains in an exceptionally flat manner all day. But there are caveats. Apart from last Friday, today"s yields matched the long-term highs seen on July 23rd. Or on a more timely note, the ...Read More | ||
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