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War Inflation Triggers Sharp Jump In US Mortgage Rates
Purchase activity in America’s gridlocked US housing market moved up over the last week. Just in time for the 30-year fixed to jump 15bps in three days amid back-to-back above-consensus inflation reports. At 6.57%, Mortgage News Daily’s high frequency series is 11bps above the weekly average reported by the MBA

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Kevin Warsh Is In A Pickle Already
Not to rub it in or otherwise belabor the point, but Kevin Warsh can forget about cutting rates next month. I’m not sure how Warsh planned to navigate the June FOMC meeting, which Donald Trump continues to insist should result in policy easing. But a trio of hawkish quasi-dissents at

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Eyebrows Raised, Singed By Scorching Wholesale Inflation Report
“Can you hear me now?” asked the war. Wholesale inflation ran far faster than expected in April, the BLS said Wednesday, in a release that appeared to underscore the message from an uncomfortably warm, if mostly inconclusive, CPI report the day before. Headline PPI inflation rose 1.4% last month from

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Iran War Is $29 Billion Quagmire As Trump Heads To China
“Mounting supply losses from the Strait of Hormuz are depleting global oil inventories at a record pace,” the IEA said Wednesday, in its monthly oil market report. Total losses attributable to Gulf producers’ stranded product now exceed a billion barrels, the agency added, tallying the impact of some 14 million

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Don’t Tread On My Buybacks
Anyone tired of the capex boom discussion and the associated debate about the read-across of ballooning AI outlays for the largest source of US equity demand? My hand’s raised. I’m exhausted with that discussion. Because I feel like I’ve covered it from every conceivable angle, and when you run out

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