Market Minute

All posts

20 posts

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!
22 May	Market Minute - 5/22/2026 Rates bumping with plans to bump more. Multifamily messing with our statistics, and glimpses of the Vantage results.
15 May	Market Minute - 5/15/2026 A conflation of inflation, updates to the Warsh watch, rate resiliency, and an equity lock-in effect.
08 May	Market Minute - 5/8/2026 A thawing spring purchase season, mucho jobs data for Cinco de Mayo, stagflationary commentary, and UAD looming.
01 May	Market Minute - 5/1/2026 Fun for the whole family: Fed surprises, inflation rises. Consumer confidence and builders' lack thereof.
24 Apr	Market Minute - 4/24/2026 Good news, new news, and the Vantage/FICO updates.
17 Apr	Market Minute - 4/17/2026 Peaces, optimism, pessimism, and revised forecasts.
11 Apr	Market Minute - 4/10/2026 Reviewing various tales of inflation, an updated real estate snapshot, and AI guidance.