Hospitality News & Insights

• Bonds Almost Able to Break Even Thanks to Tech Turmoil October 30, 2026
  Bonds Almost Able to Break Even Thanks to Tech Turmoil Tech stocks embarked on a wild ride starting with earnings releases after the bell yesterday. While today's recap title mentions "breaking even," if we were to measure today's bond market movement versus yesterday's 3pm ET levels, 10yr yields are more than 5bps lower. In other […]
• New Home Sales Reinforce Last Month's Rebound October 30, 2026
  New home sales lost almost no ground in September, effectively reinforcing the healthy rebound seen in August's report.  The Census Bureau's New Residential Construction report clocked sales at an annual pace of 676k, down only 0.6% month over month. As seen in the chart below, the broader trend has been sideways for nearly 3 years […]
• Home Price Appreciation Edges Higher in August October 30, 2026
  Home price appreciation picked up again in August (as reported this week), but the improvement was minimal.  The FHFA House Price Index rose 0.3% from July to August, bringing annual appreciation to 2.4% . July's previously reported monthly gain was revised down from 0.3% to 0.2%. Regional results remained uneven, with annual appreciation ranging from […]
• Mortgage Demand Bounces Back, Sort Of October 30, 2026
  Mortgage applications finally rebounded as mortgage rates fell for a second straight week. The Mortgage Bankers Association (MBA) reported a 3.4% increase in total application volume for the week ending October 23. The average 30-year fixed mortgage rate declined to 7.37% from 7.41%, its lowest level in three weeks. Both purchase and refinance applications moved […]
• Mortgage Rates End Week at Lows October 30, 2026
  The rate market continues taking cues from turmoil in the tech sector. That resulted in the lowest rates in more than a month today as tech stocks slide to their lowest levels since July.  The biggest shift for the underlying bond market (bonds dictate rates) came just before 1pm on reports that Anthropic's post IPO […]
• Broker, DPA, AI Governance, Benchmark, U/W Products; Webinars; STRATMOR on Mergers October 30, 2026
  As companies around the nation stage in-person or virtual costume contests, here’s some information for you a little off the beaten path. People want to own a home (“no one grows up wanting to be a renter”) regardless of… the amount of daylight? Looking at averages in the Continental United States (not Alaska or Hawaii), […]
• Bond Yields Not Eager to Follow Stocks Lower October 30, 2026
  Bonds were initially stronger in the overnight session with 10yr yields briefly falling under 4.90%. The rally generally aligned with overnight losses in the stock market, at least at first. When European markets came online, bonds began drifting more sideways even as stocks gradually declined to new lows. Given that today is month-end and that […]