Metz Market Minute

The Market Minute is a weekly industry update created in collaboration with the Chrisman Commentary. The Chrisman Commentary is sent on Fridays, and you can sign up here and listen to current and past episodes here.

Each week is (about) 1 minute. There's a lot happening, so that minute tends to stretch a bit. This commentary is a companion to the recording. Here you can find some extra details for a deeper dive into topics, and links to sources to go even further down the rabbit hole.

Please feel free to reach out at mmetz @ vipmtginc.com with questions, requests, or concerns.

Enjoy!

Recent Episodes

WEEKLY

30 Oct	Market Minute - 10/30/2026 Tricks and treats: No Fed rate hike, consumer confidence and purchases up, and Fannie/Freddie prepare for poisoned apples.
23 Oct	Market Minute - 10/23/2026 Let's talk about home trends and executive orders.
16 Oct	Market Minute - 10/16/2026 Inflation expectations and MBA conversations. Let's keep it simple.
09 Oct	Market Minute - 10/09/2026 Want Russian plagues and rates in 8s? Nah, let's talk rate forecasts with AI debt and geopolitics.
02 Oct	Market Minute - 10/2/2026 Good news, bad news, Fed news, new news.
25 Sep	Market Minute - 9/25/2026 Slow news week, yet chaos reigned. Bonds, fed commentary, CFPB Reform Act, and more!
18 Sep	Market Minute - 9/18/2026 Dot plots, plat drops, Vantage-UAD bumps.
11 Sep	Market Minute - 9/11/2026 Rates and Vantage, Vantage and rates.
04 Sep	Market Minute - 9/4/2026 Fedhead forecasts, employment excellence, and Fannie forces rental reality.
28 Aug	Market Minute - 8/28/2026 Warsh's Wyoming warblings (I needed a W), and how they correlate to this week's inflation, housing, and labor.
21 Aug	Market Minute - 8/21/2026 The Warshing machine, Bessent's bond bumps, and buyers buying builders, but builders not building, because buyers not buying.
14 Aug	Market Minute - 8/14/2026 Positive news from less-positive inflation, and an older and more optimistic market.
07 Aug	Market Minute - 8/7/2026 Lackluster labor lets Warsh likely wait on rate hikes. Shake ups with the biggest lenders!
31 Jul	Market Minute - 7/31/2026 We review diverging trends in buyers, builders, inflation and rate hikes!
17 Jul	Market Minute - 7/17/2026 Cooler inflation helps defy rate hikes, but builders didn't get the "be cool" memo.
10 Jul	Market Minute - 7/10/2026 Slow summer doldrums, but insights in Fed rate hikes or rate cuts, with a briefing on the new Fed tasks forces!
26 Jun	Market Minute - 6/26/2026 Feels over facts: Hot inflation, lackluster sales, but we keep on keeping on.
12 Jun	Market Minute - 6/12/2026 Inflation escalation, inflation expectations, inflation accommodation, and nomination revocations.
05 Jun	Metz Market Minute - 6/5/2026 Lots of jobs data showing lots of jobs, interest in new lots, and Pulte's new collection of lots of acronyms.
29 May	Market Minute - 5/29/2026 Calming waters: Rates, purchases, inflation, and new builds. Bonus: Urban Institute studies 100% LTV FHA loans!