Ep. 34 | No News is Good News for Rates

It was a boring day for bond markets after the two major economic reports came in as expected. Consumer confidence rose to a 4-month high, but after falling to a 14-year low they really only had one direction to move. Home price growth continued to slow to close out 2025. And all eyes are on Washington as the President will give his first State of the Union in his second term. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wilmingtonmortgage.substack.com