『2026.01.12 - Single Family Market Update: Fed pressure, $200B MBS push, largest RE brokerage ever』のカバーアート

2026.01.12 - Single Family Market Update: Fed pressure, $200B MBS push, largest RE brokerage ever

2026.01.12 - Single Family Market Update: Fed pressure, $200B MBS push, largest RE brokerage ever

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概要

  • Political pressure escalating on the Fed as Chair Powell faces DOJ subpoenas, adding uncertainty to rate forecasting
  • Administration directs Fannie Mae and Freddie Mac to purchase $200B in MBS, compressing mortgage spreads and helping keep rates near 6%
  • Mortgage rates materially lower than the 7%+ environment, but volatility argues for cautious rate-lock timing
  • Housing permits down over 21% YoY, with multifamily starts especially weak, reinforcing long-term supply constraints
  • Lenders formally allowed to underwrite based on citizenship status; non-citizen investors need lender alignment
  • Anywhere–Compass merger creates the nation’s largest brokerage, potentially reshaping agent dynamics and deal flow
  • Unemployment claims and consumer sentiment softening, early signals to monitor for downstream impacts on rents and demand
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