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The Institutional Risk Analyst
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Residential Housing
Housing Finance Outlook Q4 2023
Baring some emergency, the Fed seems on track to keep interest rates at current levels indefintely.
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Nov 14, 2023
3 min read
Negative Returns are Now in US Mortgages
Don’t get distracted by the rising rate song from the Street. We don’t look for short or medium term interest rates to rise in the near term
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Oct 7, 2020
5 min read
The Bear Case for Mortgage Lenders
This week we make the bear case for the housing sector as several more large mortgage issuers announce IPOs....
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Oct 5, 2020
11 min read
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