Single-Family Home Sales Drop Further into Deepfreeze, Supply Hits 10-Year High, Condo Sales Plunge to Record Low by Wolf Richter • Apr 13, 2026 • 37 Comments March was a lousy beginning of spring selling season. But mortgage rates ticked up only modestly.
Bond Market Gets Nervous about Rising Inflation, Ballooning Debt, Sees Rate Hike. Mortgage Rates Jump to 6.46% by Wolf Richter • Apr 4, 2026 • 65 Comments 10-Year Treasury yield bounced to 4.35% on Friday, after dipping earlier in the week. 30-year Treasury near 5%. Entire Yield Curve above EFFR.
Inventory of Homes for Sale in California Rose to the 2nd Highest for March in over a Decade as Demand Withered: Biggest Markets by Wolf Richter • Apr 1, 2026 • 39 Comments In the San Jose metro (Silicon Valley), active listings hit at least a 10-year record for March. But Orange County lags behind.
Update on the “Lock-in Effect” in the Housing Market: Below-3% & 4% Mortgages Fade Very Slowly by Wolf Richter • Mar 27, 2026 • 52 Comments Share of ARMs originations fell further and is at historic lows: FHFA’s National Mortgage Database.
There Goes the Spring Selling Season: Mortgage Rates Jump, Mortgage Applications to Purchase a Home Drop by Wolf Richter • Mar 25, 2026 • 62 Comments Mortgage purchase applications are down by 35% from the same period in 2019 in a housing market that remains frozen.
Treasury Yields Spike, 10-Year to 4.39%, 30-Year to 4.96%, Mortgage Rates to 6.5%, as the Bond Market Gets Antsy by Wolf Richter • Mar 20, 2026 • 54 Comments Bond market frets about inflation, leveraged Treasury bets unwind, housing market frets about spring selling season.
Prices of New Single-Family Homes Drop Further, Inventory of Completed New Homes for Sale Highest since 2009 by Wolf Richter • Mar 19, 2026 • 37 Comments Hoping for lower mortgage rates that may not come.
The Most Splendid Housing Bubbles in America: Price Drops & Gains in 33 Big Expensive Cities, February 2026 by Wolf Richter • Mar 17, 2026 • 50 Comments Each city has its own housing market. In some, home prices have dropped a lot; in others, prices have hit new highs.
Pending Home Sales Ticked Up from Record Low. But Now Mortgage Rates Spiked Back over 6.3% by Wolf Richter • Mar 17, 2026 • 22 Comments Home sales in February, as feeble as they were, benefitted from the lowest mortgage rates in years. Those rates are now gone.
Treasury Yields Jump, 10-Year to 4.28%, 30-Year to 4.90%, Mortgage Rates Spike to 6.41%, on Inflation & Deficit Fears by Wolf Richter • Mar 14, 2026 • 54 Comments US Government sold $651 billion of Treasury securities this week into these rising yields.
