March 2026

How Kalshi, Polymarket bets on mortgage rates are being watched by lenders

Will mortgage rates go higher this year? You can bet on it.  Processing Content Predictions market platforms Kalshi and Polymarket now feature nascent trading on where the 30-year fixed-rate mortgage will move this year. Anonymous traders have placed tens of thousands of dollars so far between the competing sites on “yes” or “no” contracts against […]

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Local fees trap state housing affordability reforms in a vicious circle

Procedural and zoning barriers are proving to be only the beginning of the gauntlet for adding new ground-up residential supply to America’s housing-starved communities. While removing red tape and outdated zoning laws might formalize more homes on paper, local fee structures still decide whether those homes are actually built. California is a poster child for

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Housing demand is up and inventory is down, even with Iran conflict

In the crazy world of economics, with all the drama last week, it was a pretty normal housing week. Housing data showed year-over-year growth, weekly pending home sales rose, inventory declined slightly and mortgage rates were very steady, considering the conflict with Iran. Let’s take a look at probably the calmest sector in the economy

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