Data and Analysis
‘Relatively dour’ consumer sentiment brightens slightly in June
Year-ahead inflation expectations ease, but remain well above prewar levels: U Michigan survey
Year-ahead inflation expectations ease, but remain well above prewar levels: U Michigan survey
Second-quarter survey reveals momentum shift among higher-income earners: TransUnion
A new white paper from the trade group emphasizes unclear regulatory treatment of emerging AI risks and opportunities
U.S. ‘cannot afford to let the AI transition happen by accident’: Paul Ryan
Hotter-than-expected wholesale inflation underscores mounting pressure from Strait of Hormuz closure
Kiavi to gain a wholesale distribution channel as Figure uses agentic AI to write a uniform language for non-agency capital markets
Energy shock sends consumer price index soaring, though stable ‘core’ growth suggests limited spillover — for now
Choppy rates opened window for borrowers last week, lifting refinance and purchase applications: MBA
Non-QM and home equity channels shine brighter as Fannie and Freddie rate-lock share falls below 50% for second straight month
Lenders held the line on underwriting in May despite heightened rate volatility
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