Macro To Mortgage
Aaron MontellWith 15 years of experience as a technical analyst and retail futures, options, and equities trader, I view mortgage space from a unique perspective.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 20 | Subscribers | Read | macrotomortgage.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Mortgage Rates: Ignoring The Data?
The Bond market and mortgage rates have surprised many. We have published several posts over the past few months suggesting that the outcome we are seeing was possible, if not probable. In this article, we will cover:
The Entire Rate Cutting Cycle Is Already Priced In
On September 18, 2024, the FOMC (Federal Open Market Committee) announced its first rate cut since March 2020. The FOMC also indicated further cuts were likely, but the committee would remain “data dependent.” While the Fed remains “data de...
Rate Cut, Rates Up!?
Earlier this month, the Federal Reserve Open Market Committee met, amid unprecedented expectations, cut its benchmark rate for the first time in more than four years. In this article, we will cover:
Priced For Perfection
The mainstream seems convinced of the coming refi boom, but I’m unsure. I’ve spent much time thinking about, researching, and listening to others regarding the idea that Treasury yields and mortgage rates are just beginning their downward s...
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Authors
The writers behind this newsletter.
Trader, Technical Analyst, CMT Candidate, Macro-Econ Enthusiast, Mortgage Broker, and part-time Radio DJ.
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