CHM Blog

Daily Market Analysis January 20, 2026

January 20th, 2026 7:43 PM by Richard Sardella MLO.100007700/NMLS 233568


Daily Market Analysis 1/20/2026

There are no data points today. ADP Research now saying private employers added an average of 8,000 jobs per week in the four weeks ending December 27, 2025, down from an average gain of 11,250 in the previous period. Wednesday weekly MBA mortgage applications, December housing starts and permits, 20 year bond auction. Thursday Q3 2025 final GDP (+4.3%), weekly jobless claims (205K from 198K), October personal income month/month +0.3%, personal spending +0.3%, month/month PCE inflation +0.2%, year/year +2.8%, core month/month +0.2%, year/year +2.8%. Friday PMI for January, manufacturing 52.0 from 51.8 in December, services 52.8 from 52.5.

At 9:30 am the DJIA opened -655, NASDAQ -372, S&P -90. 10 year at 9:30 am 4.29% +7 bps. FNMA 5.0 30 year coupon at 9:30 am -23 bps from Friday’s close and down 35 bps from 9:30 am Friday.

The worst is likely over for today.

PRICES @ 10:00 AM

10 year note: 4.29% +7 bp

5 year note: 3.85% +2 bp

2 year note: 3.60% unch

30 year bond: 4.92% +8 bp

30 year FNMA 5.0: @9:30 am 99.78 -23 bp (-35 bp from 9:30 am Friday)

30 year FNMA 5.5: @9:30 am 101.20 -11 bp (-18 bp from 9:30 am Friday)

30 year GNMA 5.0: @9:30 am 99.61 -18 bp (-33 bp from 9:30 am Friday)

Dollar/Yen: 157.97 -0.17 yen

Dollar/Euro: $1.1720 +$0.0076

Dollar Index: 98.54 -0.85

Gold: $4,7743.60 +$148.20

Bitcoin: 91,030 -2056

Crude Oil: $60.35 +$0.91

DJIA: 48,717 -643

NASDAQ: 23,169 -346

S&P 500: 6849 -91

About Richard Sardella

Richard Sardella has been actively managing and providing services in the mortgage industry for over 30 years. Richard serves on the board of directors as President of Colorado Home Mortgages Inc.

About This Report And Disclosure Information

All information furnished has been forwarded to you and is provided by thetbwsgroup only for informational purposes. Forecasting shall be considered as events which may be expected but not guaranteed. Neither the forwarding party and/or company nor thetbwsgroup assume any responsibility to any person who relies on information or forecasting contained in this report and disclaims all liability in respect to decisions or actions, or lack thereof based on any or all of the contents of this report.

MLO of record MLO.100007700 / NMLS#233568 / CHM NMLS#127716.

Posted by Richard Sardella MLO.100007700/NMLS 233568 on January 20th, 2026 7:43 PM

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