Master The Markets

Stocks tumble, bonds rally, and the Fed flips its tone. Bill Bodnar breaks down how a surprise comment boosted hopes for lower rates.

The government’s back open — and the data deluge begins. Bill Bodnar explains what the flood of reports means for rates and the Fed’s next move.

The government shutdown hits consumer sentiment—Bill Bodnar explains why that could seal the deal for a December Fed rate cut.

The Fed cuts rates, but Powell’s comments shake markets. Bill Bodnar breaks down what it means for mortgage bonds and rates ahead.

CPI softens, shelter cools, and the Fed may pause QT—Bill Bodnar breaks down what this could mean for mortgage rates right now.

Bond prices hit year highs — but with CPI and auctions ahead, can the trend hold? Bill Bodnar explains what originators need to watch.

Ceasefire cools oil prices → disinflation → lower mortgage rates? Fed split on cuts. Bill explains the trend to watch this week.

Gov’t shutdown paused the jobs report, but bonds rallied. This week: Treasury auctions and Fed minutes could drive mortgage rates.