HeyJaredWilmington Mortgage with Tyler Cralle
Breaking down the top stories impacting mortgage rates in Wilmington Mortgage in 15 minutes or less... wilmingtonmortgage.substack.com
- Indexed episodes, last 90 days
- 16
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- Sep 23, 2026
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- Jul 29, 2026
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Ep. 98 | Another Day of No News is Good News (opens the original)
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Mortgage rates moved lower as a relatively quiet day gave bond markets little reason to sell. We did get some manufacturing data and a small Treasury auction, but neither was enough to shake markets, making this another case where “no news is good news” for rates.We also look at Oaktree Capital’s Howard Marks and his thoughts on how the U.S. can address its growing debt problem. Plus, a new study challenges conventional thinking about long-term interest rates, suggesting that r* — the so-called
Ep. 97 | A Boring Monday is Good For Rates (opens the original)
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Bond yields fell on a quiet Monday as markets digested the Federal Reserve’s continued hawkish tone following last week’s rate hike. With little economic data to drive trading, rates managed to drift lower despite the Fed maintaining its focus on inflation.We also dive into the increasingly confusing AI debate, as investors try to determine whether the massive investment boom is fueling sustainable economic growth or creating new risks for markets and the broader economy. This is a public episod
Ep. 96 | Rates Fall After Stellar Press Conference from Kevin Warsh (opens the original)
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Mortgage rates fell following the Federal Reserve’s rate hike, as Chairman Kevin Warsh delivered a press conference that helped calm the bond market and sent Treasury yields lower. Warsh emphasized price stability while giving investors some reassurance about the path ahead for monetary policy.Elsewhere, pending home sales posted a modest increase, while initial jobless claims fell below 200,000, signaling continued strength in the labor market. The housing supply side was less encouraging, with
Ep. 95 | It's Fed Week and the 10-Year Yield Just Crossed 5% (opens the original)
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Mortgage rates came under renewed pressure as the 10-year Treasury yield climbed above 5% for the first time since 2023. Bond vigilantes continue to push yields higher amid concerns about rising government debt, persistent inflation, and Treasury Secretary Scott Bessent’s increasingly combative stance toward the bond market. All of this comes as investors prepare for a major Federal Reserve rate decision that could set the tone for rates moving forward. This is a public episode. If you would lik
Ep. 94 | Rates Continue Rise as the Global Bond Sell-Off Continues (opens the original)
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Rates continued to climb as the global bond sell-off intensified, with yields across many major economies reaching levels not seen in roughly 18 years. Rising tensions in the Middle East, including new U.S. strikes on Iran, added even more pressure. Domestically, job openings rose less than expected while manufacturing activity cooled slightly in August. One piece of good news: the House passed a stopgap funding bill that would push the government funding deadline into December. This is a public
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