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| Cap Mkts Education, Mortgage Ops Support, QC, Flood Cert Tools; Weak Jobs Data | ||
| 8/7/2026 10:52 AM | ||
| As many of us prepare to head to So Cal for the California MBA’s Western Secondary (800 or so registered), artificial intelligence continues to be the buzz. I recently received this question: “Rob, does it seem to you that we’re now at the same inflection point with AI as when everyone was afraid that DU & LP were going to replace all the under...Read More | ||
| Much Stronger Start After Negative NFP Print, But... | ||
| 8/7/2026 8:05 AM | ||
| Nonfarm payrolls (NFP) FELL 23k versus an 80k forecast. Last month was revised down as well. From a traditional market-watching perspective, this is pure rally fuel. Indeed, bonds are rallying sharply so far. Let"s hope it sticks. Why wouldn"t it? As labor force dynamics have shifted, it doesn"t take much job growth (or perhaps any?) to keep ...Read More | ||
| Almost Like Clockwork | ||
| 8/6/2026 2:05 PM | ||
| Almost Like Clockwork Almost like clockwork, after several days spent mostly rallying on a headline-driven drop in oil prices, bonds reversed course as the tone of the headlines changed and oil prices bounced. That said, oil didn"t bounce too much today. The rest of the drama for bonds came courtesy of a bi...Read More | ||
| Mortgage Rates Slightly Higher Ahead of Jobs Report | ||
| 8/6/2026 1:08 PM | ||
| Mortgage rates rose modestly on Thursday, with multiple lenders making mid-day adjustments in response to bond market volatility. Bonds remain highly attuned to war-related developments and the impact on oil prices which, in turn, have a bearing on inflation implications. Higher inflation begets higher interest rates, all else equal. In addi...Read More | ||
| 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 | ||
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