Over the past five years, U.S. REITs have delivered annualized returns of around 8%—a respectable figure that has lagged general equities, but aligns with REITs’ long-term historical performance. In 2023, despite the 10-year Treasury yield ending the year unchanged at 3.9%, U.S. REITs posted a nearly 14% total return. In 2024, even as the yield […]
REITs Poised for Comeback as Market Dynamics Shift Read More »
Big Shift Toward 5.0 Coupons Continues Tue, Sep 16 2025, 4:03 PM Big Shift Toward 5.0 Coupons Continues Mortgage rates have lurched rapidly lower in September as 5.0 UMBS have stolen the show from 5.5 UMBS. As a reminder, there is only a certain range of rates allowed in either bucket. 5.5s
Big Shift Toward 5.0 Coupons Continues Read More »
The latest Consumer Price Index (CPI) report showed that President Donald Trump’s tariff policies continue to have a moderate impact on cost pressures, but the Federal Reserve is still expected to lower the federal funds rate when it meets next week. According to the Bureau of Labor Statistics, headline CPI was up 0.4% month over
Hot August CPI Report Doesn’t Shift the Rate-Cut Needle Read More »
Postal services across the world are suspending parcel deliveries to the US, citing confusion about how to process millions of low-value packages that will lose their duty-free treatment next week. As of Aug. 29, President Donald Trump is ending the so-called de minimis exemption that has applied to more than 4 million parcels flowing through
Postal Services Across Globe Pause US Deliveries as Tariff Shift Sows Confusion Read More »