Mortgage & Housing Market News
View all mortgage and housing market news sent via newsletter.
Consumer sentiment ticks higher in December
U. Michigan’s preliminary index rose to 53.3 from 51; expectations improved and inflation views eased, though confidence remains far below year‑ago levels amid mixed economic signals.
December 5, 2025 • Yahoo Finance
:max_bytes(150000):strip_icc()/GettyImages-2248313265-c00dbfe0f63941b3bb4912f30815ff3b.jpg)
Consumer sentiment improves; inflation views ease
U‑Michigan’s preliminary index rose to 53.3 from 51.0; one‑year inflation expectations fell to 4.1% from 4.5%, though confidence remains historically low.
December 5, 2025 • Investopedia
:max_bytes(150000):strip_icc()/GettyImages-2248932388-d571417537d143108fe8e1f8e378a424.jpg)
Fed cut likely next week, markets see 87% odds
Investopedia says markets price an 87% chance the Fed cuts rates 25 bps next week to 3.5%–3.75%, prioritizing a weakening job market as inflation moderates.
December 5, 2025 • Investopedia
UMich sentiment improves; 1‑year inflation expectations ease to 4.1%
UMich preliminary December sentiment rose to 53.3 from 51.0; 1‑year inflation expectations eased to 4.1%, the lowest since January, as price pressures cool modestly.
December 5, 2025 • AP News

Investor homebuying stays muted; Q3 purchases up just 1% y/y
Redfin says investors bought about 52,000 homes in Q3, up 1% y/y, with profits tougher amid softer rents and thinner flip margins. Loss-making resales hit a two‑year high.
December 5, 2025 • Redfin News
Jobless claims fall to 191,000, a 3-year low
Initial claims fell to 191,000 for the week ending Nov. 29; Challenger reported 71,321 planned layoffs in November. Mixed signals heading into the Federal Reserve’s meeting.
December 5, 2025 • Yahoo Finance

CMBS distress climbs to 11.6% in November
CRED iQ reports overall CMBS distress rose to 11.63% in November; office led with a 17.55% distress rate as maturity defaults push loans to special servicing.
December 5, 2025 • CRED iQ

Rents fall again in November, fourth monthly drop
Yardi Matrix: average advertised rent fell $8 to $1,740 in November, the 4th monthly dip. Year-over-year growth slowed to 0.2%; 90% of top 30 metros saw 3‑month declines.
December 5, 2025 • Multifamily Dive
Jobless claims drop to 191,000, lowest since Sep 2022
Initial claims fell to 191,000 for the week ended Nov. 29, signaling muted layoffs. The tight labor backdrop factors into market odds for a December Fed cut.
December 5, 2025 • AP News
U.S. 30-year mortgage rate falls to 6.19%
Freddie Mac says the average 30‑year fixed mortgage fell to 6.19% from 6.23%, the lowest since Oct. 30; the 15‑year average declined to 5.44% from 5.51%.
December 4, 2025 • AP News
Viewing page 1 of 19