Further Compression Likely

Mortgage Spreads in the Spotlight

Friday, January 9, 2026

Mortgage Finance Real Estate Services Thematic Thematic Macro

Within our macro housing research, we publish thematic reports that are incremental to our recurring publications. These reports address pressing topics and controversial industry dynamics, and are typically among the most-widely utilized by clients.

Related reports

Wednesday, January 7, 2026

Trump Drops the Hammer on SFR Home Buyers: Buying Ban Likely First of Many Housing Proposals
Tuesday, January 6, 2026

Thematic Macro: Housing Market Update
Tuesday, December 16, 2025

Las Vegas Field Trip Wrap Up: A K-Shaped Economy in the Desert
Friday, November 21, 2025

Atlanta Field Trip Wrap Up: Tougher Sledding in Entry-Level Submarkets
Wednesday, November 12, 2025

Reality Versus Rhetoric: Digging in on Recent Musings from the Administration & FHFA
Friday, September 26, 2025

A Tale of Two Markets: Entry-Level Most Challenged, While High-End Resilient
Monday, September 15, 2025

Thematic Macro: 2025 State of the Housing Market
Monday, September 15, 2025

2025 Housing Summit Wrap Up: A Tale of Two Geographies
Monday, July 21, 2025

Student Loans Back in Session: Initial Survey Feedback Mostly Muted Thus Far
Monday, April 14, 2025

Analyzing Foreign Buyer Financing Changes: Impact to Market Likely Very Negligible
Friday, February 28, 2025

Mortgage and Broker Contacts Weigh in on Policy: More Focus on Risks than Opportunities
Wednesday, January 15, 2025

Thematic Macro: Key Themes for Housing in 2025 and Beyond