StreetInsider.com News Articles

Wolfe on Rumors of White House Mortgage Rate Intervention: 'a major intervention could reduce mortgage spreads by ~50bp'

Tue, 23 Sep 2025 05:48:56 -0400

Wolfe on Rumors of White House Mortgage Rate Intervention: 'a major intervention could reduce mortgage spreads by ~50bp'.

The analyst comments "With housing affordability an obvious economic and political pain point, there's been growing chatter recently about possible government steps to push down mortgage rates. Administration officials have indicated that Trump is considering declaring a "national housing emergency," and we've been getting more questions from investors about what this could mean. Beyond smaller steps on zoning reform and closing costs, speculation has increasingly focused on the possibility of large-scale MBS purchases. In this note, we consider the policy crosscurrents around mortgage

Wolfe on Rumors of White House Mortgage Rate Intervention: 'a major intervention could reduce mortgage spreads by ~50bp'

Tue, 23 Sep 2025 05:48:56 -0400

Wolfe on Rumors of White House Mortgage Rate Intervention: 'a major intervention could reduce mortgage spreads by ~50bp'.

Wolfe on Rumors of White House Mortgage Rate Intervention: 'a major intervention could reduce mortgage spreads by ~50bp'

Tue, 23 Sep 2025 05:48:56 -0400

Wolfe on Rumors of White House Mortgage Rate Intervention: 'a major intervention could reduce mortgage spreads by ~50bp'.

Wolfe on Rumors of White House Mortgage Rate Intervention: 'a major intervention could reduce mortgage spreads by ~50bp'

Tue, 23 Sep 2025 05:48:56 -0400

Wolfe on Rumors of White House Mortgage Rate Intervention: 'a major intervention could reduce mortgage spreads by ~50bp'.

Wolfe on Rumors of White House Mortgage Rate Intervention: 'a major intervention could reduce mortgage spreads by ~50bp'

Tue, 23 Sep 2025 05:48:56 -0400

Wolfe on Rumors of White House Mortgage Rate Intervention: 'a major intervention could reduce mortgage spreads by ~50bp'.

Wolfe on Rumors of White House Mortgage Rate Intervention: 'a major intervention could reduce mortgage spreads by ~50bp'

Tue, 23 Sep 2025 05:48:56 -0400

Wolfe on Rumors of White House Mortgage Rate Intervention: 'a major intervention could reduce mortgage spreads by ~50bp'.

Citi: 'Weakness in new construction will likely continue'

Fri, 18 Jul 2025 09:46:32 -0400

Citi: 'Weakness in new construction will likely continue'

The analyst comments "Total housing starts and permits rose modestly in June but remain near the lows of recent years. While the overall level of housing activity is not necessarily concerning, in line with pre-pandemic levels, strength in June was concentrated in volatile multi-family units. Single family housing construction continues to decline. Policy factors like immigration changes and tariffs could weigh on construction, but the recent renewed weakening in housing demand is also a sign that rates remain at restrictive levels. With listings of available homes for sale rising back to pre-pandemic levels,

Citi: 'Weakness in new construction will likely continue'

Fri, 18 Jul 2025 09:46:32 -0400

Citi: 'Weakness in new construction will likely continue'

Fri, 18 Jul 2025 09:46:32 -0400

Citi: 'Weakness in new construction will likely continue'

UBS on what’s next for private commercial real estate

Sun, 02 Jun 2024 20:00:00 -0400

The commercial real estate (CRE) sector in the U.S. has $5.8 trillion in debt and faces numerous headwinds including muted transaction activity, liquidity constraints and high interest rates. In its latest research note, UBS reflects on these and tells investors what to expect next.

Of the total CRE debt, $2.1 trillion is in multifamily loans, and $3.7 trillion in other CRE debt. Banks hold around half the total exposure, with the majority held by smaller banks (28.5%). Banks have also increased reserves for credit losses, especially office spaces (8-10% of loans outstanding).

Despite concerns among investors, UBS believes fundamentals are improving. “Some

UBS on what’s next for private commercial real estate

Sun, 02 Jun 2024 20:00:00 -0400

Despite concerns among investors, UBS believes fundamentals are improving. “Some

Vanguard Reit Etf (VNQ) option IV as share price near three-year low

Tue, 03 Oct 2023 03:37:23 -0400

Vanguard Reit Etf (NYSE: VNQ) 30-day option implied volatility is at 21; compared to its 52-week range of 14 to 34.

Vanguard Reit Etf (VNQ) Vanguard Reit Etf (NYSE: VNQ) option implied volatility amid price movement

Fri, 22 Sep 2023 05:28:31 -0400

Vanguard Reit Etf (NYSE: VNQ) 30-day option implied volatility is at 19; compared to its 52-week range of 14 to 34.

Vanguard Reit Etf (VNQ) option IV elevated as shares sell off 2.2%

Thu, 29 Sep 2022 11:09:23 -0400

Vanguard Reit Etf (NYSE: VNQ) 30-day option implied volatility is at 32; compared to its 52-week range of 14 to 33 as shares sell off 2.2%.

Increasing unusual put option volume: VNQ MQ TIP DLO GGPI

Thu, 18 Nov 2021 03:58:08 -0400

Increasing unusual put option volume: VNQ MQ TIP DLO GGPI

Vanguard Reit Etf (VNQ) 30-day option implied volatility low

Tue, 01 Jun 2021 04:58:03 -0400

Vanguard Reit Etf (NYSE: VNQ) 30-day option implied volatility is at 14; compared to its 52-week range of 13 to 45.

Increasing option volume: VNQ AR HTZ CXO VFC

Mon, 19 Oct 2020 04:47:12 -0400

Increasing option volume: VNQ AR HTZ CXO VFC

Vanguard Reit Etf (VNQ) March puts active

Tue, 13 Oct 2020 10:56:40 -0400

Vanguard Reit Etf (NYSE: VNQ) 30-day option implied volatility is at 25, compared to its 52-week range of 10 to 90. Call put ratio 1 call to 233 puts with focus on March puts.

Increasing unusual put option volume: VNQ AEO AMCX JKS MCK SAND ERIC

Tue, 13 Oct 2020 10:53:30 -0400

Increasing unusual put option volume: VNQ AEO AMCX JKS MCK SAND ERIC

Vanguard Reit Etf (VNQ) option implied volatility at 27

Mon, 05 Oct 2020 05:02:07 -0400

Vanguard Reit Etf (NYSE: VNQ) 30-day option implied volatility is at 27; compared to its 52-week range of 10 to 90.

Vanguard Reit Etf (VNQ) call put ratio 3.3 calls to 1 put on tight share price movement

Fri, 21 Aug 2020 14:08:13 -0400

Vanguard Reit Etf (NYSE: VNQ) 30-day option implied volatility is at 21, compared to its 52-week range of 10 to 90. Call put ratio 3.3 calls to 1 put.

Vanguard Reit Etf (VNQ) 30-day option implied volatility at 33 amid shares at low end of 7-year range

Fri, 22 May 2020 02:29:18 -0400

Vanguard Reit Etf (NYSE: VNQ) 30-day option implied volatility is at 33; compared to its 52-week range of 10 to 90.

Vanguard Reit Etf (VNQ) call put ratio 1 call to 5 puts with focus on September 60 puts

Thu, 14 May 2020 04:18:57 -0400

Vanguard Reit Etf (NYSE: VNQ) 30-day option implied volatility is at 14; compared to its 52-week range of 10 to 89. Call put ratio 1 call to 5 puts with focus on September 60 puts.

Vanguard Reit Etf (VNQ) September and December puts active

Tue, 12 May 2020 05:39:35 -0400

Vanguard Reit Etf (NYSE: VNQ) 30-day option implied volatility is at 34; compared to its 52-week range of 10 to 89 as share price is down 2%. Call put ratio 1 call to 262 puts with focus on September and December puts.

Vanguard Reit Etf (VNQ) September and December puts active

Tue, 12 May 2020 05:22:01 -0400