Macro & Capital Markets

Institutional analysis of Federal Reserve policy, inflation data, and the macroeconomic capital shifts dictating the housing sector.

Jan 29, 2026

Testing the Market's Resilience: Will the Spring Thaw Withstand the Fed's Cold Water?

Jan 22, 2026

Treasury rally; landmark policy shift threatens to sideline Wall Street landlords.

Dec 13, 2025

Monetary easing alone cannot solve the structural inventory and affordability crisis.

Dec 11, 2025

Why mortgage rates are rising after the cut, and where to find value in 2026.

Dec 9, 2025

Conforming Loan Limits Jump as Mortgage Rates Defy Expected Fed Cut.

Dec 2, 2025

Conforming Loan Limits Jump, Housing Starts Slump, and The "Refi Boom" for Investors.

Nov 25, 2025

Despite soaring interest rates and cooling inflation, the housing market refuses to reset.

Oct 30, 2025

Navigating 2nd Fed Rate Cut, Inflation, and Labor Market Shifts

Dec 26, 2023

Opportunities and Obstacles in the 2023 U.S. Housing Market.

Oct 19, 2022

A hindsight's look back at the 2022 housing market, as it chilled out.

Oct 17, 2022

Mortgage Rates Surge, Inventory Dries Up and Affordability Plummets

Apr 5, 2020

Navigating the Trends and Tackling the Challenges of the Next Decade in Housing.