Sep. 14: Verification, Non-QM, Processing, Agentic AI Tools; LOs as Financial Strategists; Equity Study
Yes, the college game was amazing Saturday night here in Austin, but there’s also IMN’s HELOCs & Second Liens event. The markets know that it is a hot topic. Do “the markets” care about a $40 trillion U.S. deficit? Yes. Does any politician seem able to curb spending, or be elected to do it? Not real
Different Week, Same Selling
Selling continues to be the path of least resistance for the bond market. Open interest data from Treasury futures suggests Friday's "short-covering" assessment may not be the only story. Reason being: open interest moved HIGHER (it would be much easier to conclude short-covering drove the move if o
A 5% Treasury yield raises new risks for markets, economy
The upward move has vexed Trump as it ripples through markets, driving up the cost of mortgages and other loans ahead of the mid-term elections in November.

Pamela Heman
Phone:+1(816) 810-5001




