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Fed PolicyInvestmentsMortgage Rates

Fed policy wins as investors wave the white flag

Investors have gone from loving Bernanke, to hating Bernanke; from saying that we should be buying bonds to saying it's time sell bonds. This year, it's something completely different, Business Insider writes:

All these investors do is stay out of Bernanke's way.

"You can protect against certain scenarios better than you can predict them," said Michael Hintze, Founder & Chief Executive Officer, CQS.

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An often misguided premise I see on social media is that lower mortgage rates are doing nothing for housing demand. That’s ok — very few people are looking at the data without an agenda. However, the point of this tracker is to show you evidence that lower rates have already changed housing data. So, let’s […]

3d rendering of a row of luxury townhouses along a street

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