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Calculated Risk

calculatedrisk.substack.com

Calculated Risk is a finance site on calculatedrisk.substack.com, in English, funded by its readers through Substack; no supporter count is published.

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Latest posts

• Lawler: Update on the GSEs: Agency MBS Holdings Increased in September; Interest-Rate Risk Measures Still Elevated2026-11-01
• Fannie and Freddie: Single Family Delinquency Rates Increased in September2026-10-30
• Inflation Adjusted House Prices 3.9% Below 2022 Peak2026-10-29
• High Frequency Data: Inventory Up, Demand Down Year-over-year2026-10-28
• New Home Sales Decrease to 676,000 Annual Rate in September2026-10-27
• Case-Shiller: National House Price Index Up 2.1% year-over-year in August2026-10-27
• NMHC: “Apartment Market Conditions Weaken” in October Survey2026-10-22
• Lawler: Update on MBS Yields and Spreads2026-10-21

From the site's feed, read 2026-11-02.

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