Last week I wrote about Japan quietly pulling $30 billion out of the US Treasury market in a single quarter — and why that, not the Federal Reserve, is the real force keeping your mortgage rate elevated. I did not expect the story to get more dramatic within days of publishing it. On July 31st, […]
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Last week I wrote that the easy market was over. That prices were falling, inventory was rising, and the Fed had threatened to make it worse. I did not expect to be back this week with an even harder message. Yesterday, President Trump declared the Iran ceasefire “over.” US forces struck Kharg Island — Iran’s […]
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Griffin Realty Group, 2026
I want to talk about something I have been watching for several months — something that is showing up in my conversations with buyers, in sellers’ behavior, and in the competitive intelligence I get from firms across the market. The data is just now confirming what experienced agents have been feeling since early spring. The […]
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There is a chart I want you to look at before we talk about anything else. It is the OECD Composite Consumer Confidence Index for the United States, sourced from the Federal Reserve’s FRED database. It tracks how Americans feel about the economy, their finances, and their prospects — going back to the early 1960s. […]
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