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Everything I've written here, oldest to newest and back again.
16 pieces, newest first
Gas and rates have moved together all year. It signals what the way down will look like: slower than the way up.
Something happened in Washington yesterday that almost nobody noticed. Your fall pipeline will.
New Fannie and Freddie condo rules took effect this week. What your building's board does in a conference room will move your condo's value more than anything the Fed does.
For six months, headlines have driven mortgage rates. This morning, data did instead. That's worth explaining.
Metro will spend more than $37 million in the fight with DC Blox. This is the cost of reactionary policy.
An Iran peace deal is back on the table. Rates are easing. This has been the pattern for five months.
The Fed held, and rates barely moved because the market had already priced most of it in. But September 16 is the next fight — and markets are pricing 70% odds of a hike.
The Fed meets Wednesday. But their decision is largely priced into your rate quote already. Don't panic.
Metro is about to spend $37 million to buy back land a company purchased for $23 million last week. That's not a data center story — it's how Nashville handles land use.
Metro upzoned 300 acres of The Nations eleven months ago. The only thing that moved was the land price.
The war is the inflation problem. That's the whole story.
Two things are moving mortgage rates this week — a collapsed ceasefire and tomorrow morning's CPI print. Here's what I'm actually watching.
We had rates under 6.5% at the start of the week. They're back to 6.625% this morning. If you have a client who was waiting for a little more, this is the conversation.
These usually come in the morning. This one couldn't wait — three tankers were hit near Hormuz around lunch and rates have been moving ever since.
Metro Council votes tomorrow on the first size and location limits Nashville has ever put on data centers. It's a land question wearing a technology costume.
Two stats to put in front of anyone who's been sitting this one out — and an honest question about what they're actually waiting for.