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Mortgage and Lending - Watermark Capital - NMLS #311662
RECENT BLOG POSTS
Sorry to get this out late, I figured I would get you used to the holiday coming next Monday and post on Tuesday.We had a good week last week. Inflation data (CPI) came in as expected and one of the metrics came in under expectations. Markets were happy about this and had a few good days of rates...
05/21/2024
We had a few members speak last week and are set for a lot more to speak this week. Markets will be weighing their viewpoints on the health of the economy, their thoughts on rate hikes/cuts, and the timing of those cuts. More importantly, we get inflation data this week. I discussed last week how...
05/13/2024
As expected, the Fed kept rates unchanged last week at their meeting. It was during Fed Chairman Powell's speech and questioning that I saw a shift in Fed Focus. During the last two years, while the Fed was raising rates at a record pace, they mentioned they were doing so due to the following two...
05/06/2024
Last week's inflation data came in 0.1% higher than expectations. Rates were volatile on the news but then came back in line. They rallied due to an inflation revision that occurred for earlier in the year, which made it seem that the recent increase in inflation was not all that bad. The Fed mee...
04/30/2024
Last week we heard from Fed members including Chairman Powell. This is the first time he spoke with some hesitancy concerning inflation. Essentially he said that it isn't coming down as smoothly as he had hoped. Every Fed move, without a catastrophic event, will be based on how inflation is doing...
04/22/2024
Rates have ticked higher in the past week and have been in a recent uptrend. The jobs report that came in Friday showed more jobs added than expected. Although the unemployment rate was as expected at 3.8%, the strong jobs report was another signal that Fed intervention isn't needed just yet.On t...
04/09/2024
Millennials are once again the largest group of homebuyers, reclaiming the top spot from baby boomers, according to the National Association of Realtors (NAR).The organization’s 2024 Home Buyers and Sellers Generational Trends report found that millennials, aged 25 to 43, now comprise 38% of the ...
04/05/2024
The first cut is the deepest‍The Federal Reserve announced its latest interest rate decision to stand pat again. A consensus has been built around maintaining the status quo, with the majority of economists expecting Jay Powell & co. to keep rates at their 23-year high of 5.25-5.5%.However, even ...
04/01/2024
The Fed's preferred inflation report, the PCE, was reported last Friday. Results were in line with expectations. The market is now betting on a June rate cut. I think June is one Fed meeting too early. We don't receive any inflation data this week but hear daily from Fed members (about 18 talks t...
04/01/2024
As expected, the Fed kept rates unchanged last Wednesday. They reiterated a few things that instilled confidence in the markets. 1. Inflation is continuing to come down. The markets liked hearing this from the Fed as we were coming off the heels of a few hotter-than-expected inflation reports.2. ...
03/26/2024
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