Flattening of housing sector just one drag on the recovery
Purchase loan demand at highest level since January
Australia, Singapore and the UK are top choices
This Fed is keeping an eye on events, not following a predetermined timeline
When the Fed tightens, mortgage rates will climb
When economy is in transition, take it slow unless transparently behind the curve
Government-hating House Republicans will save us, for the wrong reasons
Unemployment, down payment requirements keeping pent-up homebuyer demand in check
While some were busy saving the world, others could only worry about inflation
Any near-term economic surprise is likely to come from overseas
If European Central Bank embarks on QE, expect US interest rates and stocks to skyrocket
Stock market sell-off was overdue, and bond rally is knocking rates down
If the Fed's 'quantitative easing' was good for the economy, its absence is not
Japan is everyone's 'bug in search of a windshield'
The strongest headwind we face is that global competition has capped wages