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Why Today’s Rates Already Reflect Expected Fed Cuts

Date: October 29, 2025Author: Drew & Team If you’re tuning in for the first time, welcome! Each week, we take a high-level look at what’s happening in

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Drew Dodds October 29, 2025
Newsletter
Drew Dodds

Builder Confidence Reaches a Six-Month High as Rates Ease

Date: October 20, 2025Author: Drew & Team Overview Homebuilder confidence is on the rise, hitting a six-month high as easing mortgage rates spark optimism for

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Drew Dodds October 21, 2025
Newsletter
Drew Dodds

Favorable Appreciation Forecast, Fed Minutes Show Division

Rate change (30 yr fixed) since Mon, Oct 6th: market rate (0 points) is .125% lower Summary: home prices are showing renewed strength as lower

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Drew Dodds October 15, 2025
Newsletter
Drew Dodds

Shutdown Delays Data, Job Growth Stalls

Rate change (30 yr fixed) since Mon, Sept 29th: zero movement to par (0 point) market rate Summary: The Fed’s preferred inflation gauge (PCE) held

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Drew Dodds October 10, 2025
Newsletter
Drew Dodds

Inflation Steady, Home Sales Show Momentum

Rate change (30 yr fixed) since Mon, Sept 15th: par rates are higher by .125% Summary: inflation held steady in August while jobless claims improved,

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Drew Dodds September 30, 2025
Consumer-Price-Index-9.23
Newsletter
Drew Dodds

Job Market Slows, Inflation Meets Estimates

Week of September 8, 2025 in Review There’s growing evidence that the job market is cooling, while inflation holds near expectations and home price forecasts

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Drew Dodds September 23, 2025
Consumer-Price-Index-9.17
Newsletter
Drew Dodds

Job Market Slows, Inflation Meets Estimates

Week of September 8, 2025 in Review There’s growing evidence that the job market is cooling, while inflation holds near expectations and home price forecasts

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Drew Dodds September 17, 2025

Inflation Meets Estimates, Rate Cut Still Likely

Week of August 25, 2025 in Review The latest inflation data leaves the door open for a rate cut at the Fed’s upcoming meeting. Meanwhile,

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Drew Dodds September 3, 2025

Fed Members Split on Rate Cuts

Week of July 7, 2025 in ReviewThe Fed’s June meeting minutes revealed differing opinions on the future path for rate cuts. Additionally, the latest data

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Drew Dodds July 16, 2025
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