Lou's Stories
How long will we be in this financial market standstill?
The period of exceptionally low volatility goes all the way back to March
Jun 26
The Fed hikes and mortgage rates fall -- what gives?
Is the Fed overdoing its increases? Nonsense
Jun 19
Mortgages frozen near 4% with Fed meeting in sight
Markets quiet days before the anticipated rate hike
Jun 12
The Fed, rates and money politics: The week in markets
It's odd to have long-term rates falling while the Fed is in the early stages of a long, normalizing increase
Jun 5
The markets have been quiet, but here's the long view
The developed world is borrowed to its capacity, relying on the central bank magic trick of making IOUs disappear
May 26
10 housing ethics questions as inventory tightens
For the first time in America we feel the limits of our land supply
May 19
The most powerful force holding down U.S. rates
A brief survey of European financial politics
May 15
What strong employment numbers mean for the Fed
The Fed will continue its 0.25 percent march in June unless May data crump
May 8