Yields Magically and Mysteriously Sink to Lowest Levels in 2 Months. Thu, Feb 12 2026, 4:16 PM Yields Magically and Mysteriously Sink to Lowest Levels in 2 Months. At the 3pm CME close, 10yr yields were just over 4.10%–the lowest level since December 4th, 2025. In light of yesterday’s stronger jobs report, […]
Yields Magically and Mysteriously Sink to Lowest Levels in 2 Months. Read More »
The U.S. excess and surplus lines market isn’t growing at the rate it has been, with the premium growth through September 2025 lower than the prior year. According to a new report from insurance industry rating agency AM Best, years of consistent growth in the E&S space continues but “has shown signs of tapering off.”
E&S Premium Growth Moderates Through Nine Months of 2025 Read More »
PHH Webinar Series; Agencies to Buy One Month’s Worth of Production – Similar to 2020; In-Person Events for 2026 A frequent topic in this Commentary is how lenders are responsible for only a small portion of the affordability issue. A big hit to affordability is insurance, and thank you to Kevin K. for
PHH Webinar Series; Agencies to Buy One Month’s Worth of Production Read More »
White House orders US forces to focus on ’quarantine’ of Venezuelan oil for next two months
The December National Association of Home Builders (NAHB)/Wells Fargo Housing Market Index (HMI) edged up one point to 39. This is the 3rd straight month of improvement in the index–a development that could be confused for something encouraging. But the reality is that builder confidence is merely drifting along just barely above the lowest levels
Three Straight Months of Improvement in Builder Confidence, But There’s a Catch Read More »
Existing-home sales extended their recent stabilization in November, rising 0.5% to a seasonally adjusted annual rate of 4.13 million, according to the National Association of Realtors (NAR). This is the 3rd straight increase and annualized sales are at their highest level in 8 months. The catch is that–much like several other housing metrics–Existing Sales have
Highest Existing Home Sales in 8 Months But Don’t Get Excited Read More »
Dollar set for biggest weekly fall in four months, Fed in focus
Dollar set for biggest weekly fall in four months, Fed in focus Read More »
Key Takeaways Healthcare stocks have substantially outperformed the broader market this month as AI bubble concerns have weighed on tech stocks. Professional fund managers are more bullish on healthcare than they’ve been since December 2022, according to a recent Bank of America survey. November’s Wall Street obsession hasn’t been AI. It’s been healthcare. The S&P
This Month’s Stock Trend Hasn’t Been AI. Here’s What’s Been Climbing Instead Read More »
Exclusive-DOGE ’doesn’t exist’ with eight months left on its charter
Exclusive-DOGE ’doesn’t exist’ with eight months left on its charter Read More »
Key Takeaways Oracle’s stock has plunged since hitting an all-time high in September as the company has become a poster child for growing investor concerns that an AI bubble has formed. The company is enmeshed in the web of deals linking different parts of the AI complex together, which means that its pain could be
What’s Going on With Oracle? Its Stock Price Has Dropped More Than 40% in Two Months. Read More »