The market is defined by a core contradiction: record-high prices coexist with historically low sales activity. This isn’t a normal cycle; it’s a market frozen in place.
Over recent months, particularly since their Spring 2025 lows, U.S. Treasury yields have been trending upward. This increase, seen across the 5-year, 10-year, and 30-year maturities, mirrors shifting investor views on economic growth, inflation, and monetary policy.
There is concern that in the wake of the pandemic the Federal Housing Administration could soon find itself in a lending crisis. This does not seem to be the case, for now. Let’s take a look at the history and purpose of the FHA and where things stand now and why.
The unwinding of the Yen carry trade is a looming threat to global markets. If it happens. Wondering what the Yen carry trade is? You are not alone. Fortunately, this infographic does a great job answering the first question: Why the Yen?