Mon, Jul 30 2012, 4:16 PM
MBS Live : MBS Afternoon Market Summary
Standing as the starting point for a week that promises a chance volatility and big moves, today wa...
Fri, Jul 27 2012, 11:21 AM
MBS Live : MBS Morning Market Summary
MBS and Treasuries are thus far doing an admirable job of holding their ground against what has been ...
Fri, Jul 27 2012, 7:55 AM
In many ways, the most exciting thing about today could be that it's the last day to get out of the way before getting to FOMC week. Despite the oste...
Fri, Jul 27 2012, 4:45 PM
Mortgage Rates moved sharply higher today after markets received additional indications that the European Central Bank, or "ECB," is intent on doing ...
Fri, Jul 27 2012, 4:41 PM
MBS Live : MBS Afternoon Market Summary
ECB Pres Mario Draghi was the subject of our discussion yesterday afternoon after his impassioned speech ...
Thu, Jul 26 2012, 11:18 AM
MBS Live : MBS Morning Market Summary
As noted in the morning alert below, the crux of this morning's weakness is attributable to ECB Pres...
Thu, Jul 26 2012, 8:35 AM
Wednesday turned out to be the tamest day of the week for bond markets as production MBS not only traded inside Tuesday's range, but Monday's as well....
Thu, Jul 26 2012, 4:26 PM
MBS Live : MBS Afternoon Market Summary
Bond markets were utterly deprived of excitement in the overnight session until ECB Pres Mario Drag...
Wed, Jul 25 2012, 11:16 AM
MBS Live : MBS Morning Market Summary
Once again, European markets set the stage for a weaker start to the day for MBS and Treasuries. Th...
Wed, Jul 25 2012, 8:42 AM
It's all well and good to talk about the economic calendar or the Treasury auction cycle as if it were some bygone era where such things had the same ...
Wed, Jul 25 2012, 4:12 PM
MBS Live : MBS Afternoon Market Summary
Things were looking slightly risky earlier today. Bond markets were weaker overnight on Euro bulli...
Tue, Jul 24 2012, 11:34 AM
MBS Live : MBS Morning Market Summary
Treasuries traded weaker overnight as German Bunds took a major hit from the Moody's downgrade war...
Tue, Jul 24 2012, 8:17 AM
To do anything other than to credit Europe with the bulk of this week's market-moving potential looks increasingly like folly. Domestic events were o...
Tue, Jul 24 2012, 4:27 PM
MBS Live : MBS Afternoon Market Summary
Treasury yields were higher overnight in response to general upward from German Bunds after Moody's pu...
Mon, Jul 23 2012, 11:13 AM
MBS Live : MBS Morning Market Summary
MBS and Treasuries both hit their all-time strongest levels early this morning with 10's dipping to ...
Mon, Jul 23 2012, 8:32 AM
10yr yields moved to new all-time lows overnight as the slow-motion train wreck in Europe continues to unfold. The Spanish region of Murcia becomes t...
Mon, Jul 23 2012, 4:15 PM
MBS Live : MBS Afternoon Market Summary
MBS are on track to close at all-time highs in terms after hitting new intraday highs this morni...
Fri, Jul 20 2012, 11:50 AM
MBS Live : MBS Morning Market Summary
In one short day, domestic bond markets have gone from threatening to bounce higher in yield to confi...
Fri, Jul 20 2012, 8:06 AM
Bond markets seemed to face an uphill battle from the outset on Thursday. Treasuries closely followed German Bunds in the overnight session and came ...
Fri, Jul 20 2012, 4:29 PM
MBS Live : MBS Afternoon Market Summary
MBS rose boldly into previously unexplored territory today as Fannie
3.0's spent more than just a...
Thu, Jul 19 2012, 11:21 AM
MBS Live : MBS Morning Market Summary
Certainly German Bunds are on the watch-list for US Treasuries after the former hit new record low...
Thu, Jul 19 2012, 8:30 AM
Yesterday, we noted that the morning's economic data was highly unlikely to move markets and that Bernanke's 2nd round of Congressional testimony was ...
Thu, Jul 19 2012, 4:11 PM
MBS Live : MBS Afternoon Market Summary
MBS have really put on an impressive display of 'ground-holding' in that they've maintained Fannie 3.0...
Wed, Jul 18 2012, 11:44 AM
MBS Live : MBS Morning Market Summary
Very little has changed today vs yesterday with respect to the general flow of data and events. In b...
Wed, Jul 18 2012, 8:26 AM
From a technical standpoint, bond markets are playing a dangerous game at the moment. We'll consider this dangerous game for a moment against the bac...
Wed, Jul 18 2012, 4:29 PM
MBS Live : MBS Afternoon Market Summary
The tone for bond markets today was largely set by the general drift lower in German Bund yields to...
Tue, Jul 17 2012, 11:22 AM
MBS Live : MBS Morning Market Summary
The morning's economic data was largely uneventful, as expected. Focus has been and continues to be...
Tue, Jul 17 2012, 6:58 AM
10yr yields hit all time lows yesterday and production MBS hit all time highs. But rather than forging ahead into new all time lows, 10yr yields (we'...
Tue, Jul 17 2012, 4:25 PM
MBS Live : MBS Afternoon Market Summary
Although MBS and Treasuries began the day in slightly weaker territory, they both rallied during th...
Mon, Jul 16 2012, 11:32 AM
MBS Live : MBS Morning Market Summary
This morning's Retail Sales report clearly set the tone early for bond markets. MBS and Treasuries both p...
Mon, Jul 16 2012, 8:24 AM
After last week offered up few reasons to stray from the recent course for bond markets, the outlook of data and events in the week ahead is only marg...
Mon, Jul 16 2012, 4:23 PM
MBS Live : MBS Afternoon Market Summary
The lion's share of today's volume and movement in bond markets was seen in the first few hours of ...
Fri, Jul 13 2012, 11:32 AM
MBS Live : MBS Morning Market Summary
Make no mistake that this morning's economic data has been of little to no concern to bond markets wh...
Fri, Jul 13 2012, 8:28 AM
Fannie 3.0s saw what was probably their single biggest day of new TBA originations yesterday. In the opening alert on MBS Live, we said: "For MBS, to...
Fri, Jul 13 2012, 4:12 PM
MBS Live : MBS Afternoon Market Summary
Friday turned out to be the choppiest day of the week for production MBS, but like all the others, ...
Thu, Jul 12 2012, 11:25 AM
MBS Live : MBS Morning Market Summary
After an early concentration of new MBS Origination Supply, things have leveled off a bit a nd MBS ...
Thu, Jul 12 2012, 8:03 AM
Thursday continues the theme of increased activity that arrived yesterday. In the overnight session, there's a decent offering of European data and ...
Thu, Jul 12 2012, 4:12 PM
MBS Live : MBS Afternoon Market Summary
Money flowed into both sides of the market today wi th Equities set to go
out higher and bond ...
Wed, Jul 11 2012, 11:34 AM
MBS Live : MBS Morning Market Summary
The European session proved to be of little concern to domestic bond markets that seem largely content to h...
Wed, Jul 11 2012, 7:02 AM
Tuesday saw yet another uneventful day for bond markets, though a positive one. MBS were a hot commodity and benefited greatly from light supply and ...
Wed, Jul 11 2012, 4:13 PM
MBS Live : MBS Afternoon Market Summary
It's interesting and perhaps a bit frustrating that a day with so
much potential to motivate markets...
Tue, Jul 10 2012, 11:23 AM
MBS Live : MBS Morning Market Summary
It's a bit counterintuitive to think that MBS hitting all-time highs can occur in an "uneventful" ...
Tue, Jul 10 2012, 8:27 AM
An argument could have easily been made yesterday morning that bond markets should have weakened a bit ahead of the upcoming auction cycle and in the ...
Tue, Jul 10 2012, 4:10 PM
MBS Live : MBS Afternoon Market Summary
In more ways than one, Tuesday has turned out to be a carbon copy of Monday. Once again we have MB...
Mon, Jul 9 2012, 11:32 AM
MBS Live : MBS Morning Market Summary
With essentially nothing on tap for the first two days of the week with the exception of more of the ...
Mon, Jul 9 2012, 8:16 AM
The week begins with Europe in focus as ECB President Mario Draghi testifies before the European Parliament to explain current policy in the wake of l...
Mon, Jul 9 2012, 4:21 PM
MBS Live : MBS Afternoon Market Summary
One day before July Fannie/Freddie 30yr Fixed MBS are retired, production coupons hit new all time...
Fri, Jul 6 2012, 11:19 AM
MBS L ive : MBS Morning Market Summary
Naturally, bond markets popped quickly into stronger territory following the worse-than-expected ...
Fri, Jul 6 2012, 8:10 AM
There were some decent clues in yesterday's session as to how various outcomes of today's Employment Situation Report will motivate trade. The bigges...
Fri, Jul 6 2012, 4:15 PM
MBS Live : MBS Afternoon Market Summary
Apart from the NFP miss in the morning, little else transpired today. There was a good bounce high...
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