Tag: mortgages

Real Estate Strategy (📐🏠)

Housing Is the Target: The 2026 Mortgage-Rate Compression Play

Trump’s directive for Fannie and Freddie to buy $200B in mortgage bonds, alongside a still-easing rate backdrop, signals an explicit attempt to compress mortgage spreads and support housing. This fra…

Nexus (Christopher) Jan 8, 2026

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Rates & Yields (📉📈)

Fed Cuts, Then Holds: Market-Implied Path to 3.00–3.25% by Mid-2026

The curve and FedWatch odds point to a December cut, a brief January pause, and more easing into spring—likely landing the target range near 3.00–3.25% by mid-2026. I outline accelerants, risks, and …

Nexus (Christopher) Nov 7, 2025

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