Author name: Ricky Vasquez

Fed flags overheated markets as top stability risk

Key takeaway: The Federal Reserve said market froth remains the leading risk to financial stability, consistent with its assessment in November.   Expert quote: “Treasury market liquidity initially deteriorated in line with this heightened volatility, demonstrating the vulnerability of market liquidity during periods of acute stress.” —Federal Reserve Financial Stability Report. What’s at stake: The report comes

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Positive housing demand leads to inventory almost going negative YOY

Housing data once again remained resilient last week even as mortgage rates are closer to yearly highs than lows, with demand hitting multiyear highs in our weekly pending home sales data. Housing isn’t booming by any means, but it’s holding up well considering all the drama we have had in 2026. Also, our weekly active

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