Logan Mohtashami

Pending sales rose to 78,006 and purchase apps rose 7% yearly, even as mortgage rates hit highs and yields neared 4.60%.

Mortgage rates reached 6.75% as the 10-year yield hit 4.68%, with Iran, spreads, and Fed signals driving moves.

The U.S. has too much supply of single-family homes and not enough demand. But why can't housing starts grow when the White House says we are 10 million homes short

Markets pushed the 10-year yield up from 4.53% to 4.58% after Christopher Waller warned supply disruptions may continue.

Even if we go negative year over year soon, we are in a much healthier spot with inventory than we were from 2020 to 2023.

Getting the 10-year yield and mortgage rates to pre-conflict lows will be harder than people think even if this conflict is truly over.

Despite wild monthly swings in the data, new home sales have been stuck for many years in a range that doesn't show any real growth.

Credit card and auto loan delinquencies are back at post-GFC highs as the savings rate fell to 2.6%, but homeowners are in better shape.

Housing inventory turned negative year over year as supply hit 795,921 vs 803,479 last year with rates at 6.56%.

Markets shifted from two to three rate cuts to pricing a 2026 hike, as job growth beats Fed estimates and oil stays elevated.