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Trump to announce new Fed chair Friday, sending the 10-year yield higher

President Donald Trump announced on Thursday evening that he will name his choice for the next Federal Reserve chair on Friday morning. At publication time, prediction sites Polymarket and Kalshi had Kevin Warsh as the frontrunner, putting his odds of being chosen at more than 85%, which sent the 10-year yield higher. CNBC reported that…

NVR’s Q4 and the value of staying land-light in a headwinds market

A headwinds-meets-crosswinds housing market buffets homebuilding business leaders as 2026’s spring selling stretch lies just ahead. Almost in everything, everywhere and all at once, homebuilding firms are buying sales, trying not to be among those whose inventory ages on the vine. An outlying knack for sustaining a new-order pace, defined less by price discovery and…

PennyMac reports Q4 profit of $107M as origination growth offsets MSR runoff

PennyMac Financial Services reported its full-year and fourth-quarter 2025 earnings on Thursday, telling investors and analysts that higher mortgage production helped offset pressure on servicing income from increased prepayment activity. The California-based company posted a solid quarter and a strong 2025, but its growth in loan production is doing the heavy lifting. Servicing profitability is…

Why M/I Homes is spec-heavy ahead of the spring selling season

M/I Homes’ Q4 2025 earnings call this week peeled back details on how one of the nation’s top-20 homebuilding enterprises will lean into a contrarian, spec-heavy strategy. Based on the firm’s geographical footprint, product set and construction operational efficiencies, M/I executives are betting a measured spec strategy will pay dividends as homebuilding’s spring selling season…