The second Trump administration is expected to focus on reducing the government’s footprint in U.S. housing finance. Here’s why that matters to borrowers. Source link Joy Wiltermuth
Why the 30-year fixed-rate mortgage isn’t going away under Trump Read More »
A Treasury auction on Thursday could provide clues to the appetite for inflation-protected securities ahead of Trump’s second term Source link Joy Wiltermuth
Wall Street is getting anxious about the plumbing in the financial markets as the Fed’s balance sheet shrinks. Source link Joy Wiltermuth
The market backdrop for this presidential election isn’t remotely like 2016, says Jamie Patton, co-head of global rates at TCW Source link Joy Wiltermuth
Options that expire soon after the Nov. 5 point to election jitters roiling bonds Source link Joy Wiltermuth
The bond market is rarely this volatile outside of a crisis. Blame the U.S. election. Read More »
The U.S. stock market’s record-setting rally could face its scariest stretch of 2024 in the week ahead, with a dizzying array of risks on the docket. Source link Joy Wiltermuth
U.S. stocks could face scariest week yet of 2024. Here’s why. Read More »
The Federal Reserve likely needs to cut rates to less than 1% to spur notable outflows, or longer-term Treasury yields need to dramatically rise from current levels, says portfolio manager Source link Joy Wiltermuth
Why investors are sticking with cash as bond yields climb on election jitters Read More »
Skyrocketing insurance premiums are a growing problem — and not only for homeowners. Source link Joy Wiltermuth
Rising insurance costs are another storm gathering over commercial real estate Read More »
Billionaires are betting against U.S. government bonds. But yields are climbing on good news about the economy, too. Source link Joy Wiltermuth
Employment and economic data already are surprising to the upside since the Federal Reserve cut rates in September Source link Joy Wiltermuth
Why a CPI surprise could trip up the Fed’s rate-cutting plans Read More »
