October 19, 2026 Last updated on October 19, 2026Categories Monday Morning Mortgage Rate UpdatesThe US Bond Market’s Surprising Reaction to the Latest Inflation DataToday's post focuses on why hotter-than-expected US inflation data were accompanied by a sharp drop in US Treasury yields.
September 28, 2026 Last updated on September 28, 2026Categories Monday Morning Mortgage Rate UpdatesA Contrarian Take on Where Canadian Mortgage Rates May Be HeadingToday's post explains why I think the bond market's assumptions about future Bank of Canada rate hikes are too aggressive.
September 14, 2026 Last updated on September 16, 2026Categories Monday Morning Mortgage Rate UpdatesIs the US Federal Reserve About to Hike?The US Federal Reserve will probably hike its policy rate this week, much to the chagrin of President Trump.
September 8, 2026 Last updated on September 8, 2026Categories Monday Morning Mortgage Rate UpdatesThe Bank of Canada’s Surprisingly Hawkish TurnToday's post offers my (contrarian) take on the Bank of Canada's hawkish hold last week.
August 31, 2026 Last updated on October 4, 2026Categories Monday Morning Mortgage Rate UpdatesThe Canadian Economy Shows Resilience in Q2Today’s post focuses on Canada’s stronger than expected GDP in Q2, and offers my take on Bank of Canada’s upcoming rate decision.
August 24, 2026 Last updated on October 4, 2026Categories Monday Morning Mortgage Rate UpdatesCanada Hits BackToday’s post offers my take on how last week’s trade-war escalation will impact Canadian mortgage rates.
August 17, 2026 Last updated on August 17, 2026Categories Monday Morning Mortgage Rate UpdatesUS Inflation Cools, But Long-Term US Bond Yields Grind Higher AnywayToday's post focuses on the latest US inflation data and explains why the rising 30-yr US Treasury yield should be getting more attention.
August 10, 2026 Last updated on August 10, 2026Categories Monday Morning Mortgage Rate UpdatesCanadian Employment Data Much Stronger than Expected (Again)Today’s post offers my take on how the latest Canadian and US employment data are impacting bond yields and our mortgage rates.