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Despite the hype of soaring mortgage applications (refis, not purchases) and homebuilder stocks, housing starts tumbled 0.9% MoM in May (drastically missing expectations for a 0.3% rise), and while permits rose a better than expected 0.3% MoM, it rem

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by Dohmen Capital

Mortgage applications surged an impressive 26.8% WoW - the largest jump since Jan 2015 - led by a massive spike in refis as mortgage rates tumbled alongside the Treasury market. 30Y rates dropped back below 4.00% - the lowest since Jan 2018...

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New York Times By Ben Casselman and Conor Doughert

Zillow and Opendoor say their products could be even more valuable when the real estate market slows. The housing market often seizes up during periods of rapid change, as buyers and sellers struggle to agree on prices.