Macro To Mortgage
Aaron Montell, Jenny MontellAs a macro-enthusiast with 15 years of experience as a technical analyst and futures, options, and equities trader, I view the mortgage space from a unique perspective.
| Platform |  | Pricing | Only free issues |
|---|---|---|---|
| Publishes | Weekly | Issues | 31 |
| Subscribers | Read | macrotomortgage.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Shelter Inflation
As inflation measures continue to frustrate consumers and policymakers alike, we take a deep dive into the most significant component of the Consumer Price Index - shelter. In this video, we are joined by Economist Jenny Motell to gain a be...
The January Employment Report
January’s headline job-creation number was short of expectations, but the jobs market, while perhaps slowing, remains strong overall. There were 143K jobs created in January, short of the expectation of 170K. The average monthly job creatio...
Tariffs and Mortgage Rates
If there is one thing most economists agree on, it is that broad tariffs are inflationary—full stop. With such tariffs now being implemented, what should we expect? We should expect interest rates will rise and growth will slow. A sustained...
Filling The Gap.
If you have read any of my work over the past 15 months, you have almost certainly heard about the open price gap on the daily TNX chart. TNX tracks the yield of the 10-year Treasury. I’ve been writing that this price gap would eventually b...
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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.
Regional Economist and Data Development Specialist
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