Mon, Apr 16 2012, 4:16 PM
MBS Live : MBS Afternoon Market Summary
Despite stronger-than-expected Retail Sales figures, bo nd markets ratcheted another notch into positiv...
Fri, Apr 13 2012, 11:22 AM
MBS Live : MBS Morning Market Summary
First Asia, then Europe, and now the Domestic session... All three have had moderately positive impa...
Fri, Apr 13 2012, 8:27 AM
Thursday was an odd day for markets. At several points in the day, bond markets reversed course and headed the other direction with less-than-insigni...
Fri, Apr 13 2012, 4:28 PM
MBS Live : MBS Afternoon Market Summary
There's little else to say beyond what's said in the most recent update at 1:43pm below. With a lo...
Thu, Apr 12 2012, 12:03 AM
There may be some sort of pattern developing here... In terms of volume and volatility, Monday's domestic session was dead, or perhaps undead. Yes, ...
Thu, Apr 12 2012, 11:22 AM
MBS Live : MBS Morning Market Summary
As mentioned in the alerts below, bond yields and stock prices moved in tandem with a high degree of ...
Thu, Apr 12 2012, 4:15 PM
MBS Live : MBS Afternoon Market Summary
"It's been a weird, choppy, and inconsistent trading day." That assessment from the most recent ale...
Wed, Apr 11 2012, 11:12 AM
MBS Live : MBS Morning Market Summary
Granted there are still two hours left between now and the 10yr Treasury Auction, but so far today, b...
Wed, Apr 11 2012, 10:48 AM
Last week's head-fake selloff and subsequent rally have
put MBS prices back in sight of their early-February (and all-time) highs. This in turn has ...
Wed, Apr 11 2012, 8:23 AM
Several instances of Fed-Speak fell on deaf ears Tuesday as did any directional suggestions made by scheduled data and events. Markets were set up to...
Wed, Apr 11 2012, 4:20 PM
MBS Live : MBS Afternoon Market Summary
Flat, flavorless, and boring all day long... Today's only action occurred in the overnight session...
Tue, Apr 10 2012, 12:24 AM
Yesterday, we brushed up a bit on the differences between technical and fundamental analysis . That's probably worth revisiting considering that yes...
Tue, Apr 10 2012, 11:30 AM
MBS Live : MBS Morning Market Summary
As European markets continue to weaken into their close, bond markets continue to benefit from that f...
Tue, Apr 10 2012, 4:21 PM
MBS Live : MBS Afternoon Market Summary
Although 10yr Treasuries were up more than half a point in price today (down 6bps in yield to 1.98's...
Mon, Apr 9 2012, 11:10 AM
MBS Live : MBS Morning Market Summary
Things have been quiet so far this morning, both in terms of volume and volatility. We've seen just ...
Mon, Apr 9 2012, 7:58 AM
With last week's FOMC Minutes out of the way on Tuesday, markets shifted gears into the last 3 days of the week--more interested in domestic economi...
Mon, Apr 9 2012, 4:11 PM
MBS Live : MBS Afternoon Market Summary
It might seem a bit counterintuitive in this age of sophisticated technology that an absence of...
Fri, Apr 6 2012, 11:45 AM
MBS Live : MBS Morning Market Summary
How many "wow's" can 1 month hold? In less than 30 day's, we've seen MBS drop abruptly to 4 month lo...
Thu, Apr 5 2012, 11:55 PM
Today's NFP has been looking less and less exciting over the past two days as bond markets have put in back to back winning sessions, both of them i...
Thu, Apr 5 2012, 11:20 AM
MBS Live : MBS Morning Market Summary
The bulk of today's 'excitement,' if you can call it that, was really seen during the overnight hours...
Thu, Apr 5 2012, 4:15 PM
MBS Live : MBS Afternoon Market Summary
Today's trading levels couldn't have been more boring after the relative excitement of waking up to sl...
Wed, Apr 4 2012, 11:54 PM
In yesterday's morning post, we noted that the ADP data would have to confirm further bearishness in order for Tuesday's lows to get a test of weaker ...
Wed, Apr 4 2012, 11:19 AM
MBS Live : MBS Morning Market Summary
Bond markets continue to trade in better territory than yesterday's weakest levels. Most of the impr...
Wed, Apr 4 2012, 8:02 AM
MBS went cliff-diving on Tuesday following the release of the FOMC Minutes from the 3/13/11 meeting. Interesting that it was the 3/13/11 meeting th...
Wed, Apr 4 2012, 4:17 PM
MBS Live : MBS Afternoon Market Summary
MBS and Treasuries have both been eerily quiet today when viewed against the backdrop of yesterday'...
Tue, Apr 3 2012, 11:15 AM
MBS L ive : MBS Morning Market Summary
The market is doing relatively nothing to hide the fact that it's holding its breath ahead of today...
Tue, Apr 3 2012, 7:54 AM
Bond markets continued to tiptoe around the task of hinting at any forceful commitment in one direction or another yesterday, and clues were in shor...
Tue, Apr 3 2012, 4:29 PM
MBS Live : MBS Afternoon Market Summary
MBS have sold off mightily in the wake of today's FOMC minutes. The many alerts do a good job of recap...
Mon, Apr 2 2012, 12:46 AM
Bond markets coasted into Friday afternoon in eerily stable fashion, and seemed set to head out for the weekend in significantly better territory than...
Fri, Mar 30 2012, 12:25 AM
For bond markets, yesterday was essentially a reassertion of Wednesday's strongest levels. Well, maybe it was also a failed attempt to confirm a brea...
Fri, Mar 30 2012, 11:34 AM
The day has been woefully uneventful so far, at least with respect to what it might have been... Rather than get any sort of meaningful "vote" from m...
Fri, Mar 30 2012, 10:29 AM
My interest was recently piqued by a report in National Mortgage News entitled “Confidential Report: Jumbo Conduits Folding.” The report stated t...
Fri, Mar 30 2012, 4:12 PM
MBS Live : MBS RECAP
Things could have gone either way into this month-end/quarter-end trading day, either running out of steam at recent highs ...
Thu, Mar 29 2012, 12:03 AM
Wednesday's trade was volatile . S&P's moved almost 20 points lower and almost 10 points back higher by the end of the session, MBS hit n ew multi-w...
Thu, Mar 29 2012, 11:16 AM
MBS Live : Improved After Data, Holding Pattern Until Auction
Things have been fairly uneventful following the morning data. MBS and Treasuries b...
Thu, Mar 29 2012, 4:16 PM
MBS Live : MBS RECAP
MBS had a good day heading into the 7yr auction after getting a lift from this morning's uneventful GDP and big upward revi...
Wed, Mar 28 2012, 11:52 AM
MBS Live : MBS MID-DAY
MBS and Treasuries got a boost in general from earlier news that Germany is pushing to limit the expansion of EU bailout ...
Wed, Mar 28 2012, 4:19 PM
MBS Live : MBS RECAP
Open MBS Live Dashboard
FNMA 3.5
102-21 : -0-07
...
Wed, Mar 28 2012, 1:01 AM
Yesterday's rally was impressive inasmuch as it was a calm, directional move to higher prices for MBS (lower yields for benchmarks such as 10yr ...
Tue, Mar 27 2012, 11:14 AM
MBS Live : MBS MID-DAY
The bond market rally that began with this morning's stronger opening levels, continues into the 11am hour after the earl...
Tue, Mar 27 2012, 4:09 PM
MBS Live : MBS RECAP
Too many days like today and we'll be sitting ducks for the next gyration to the downside in bond prices... Today w...
Tue, Mar 27 2012, 2:14 AM
While Tuesday's calendar of events is by no means the most robust of the week, it marks a noticeable acceleration from that of Monday, especially in...
Mon, Mar 26 2012, 11:12 AM
MBS Live : MBS MID-DAY
Volatility has been the name of the game this morning, although that theme has been playing out more for Treasuries than ...
Mon, Mar 26 2012, 8:10 AM
With all the recent preference given to "tradeflows and technicals" in our analysis, we see the week ahead as standing a good chance of merging those ...
Mon, Mar 26 2012, 4:09 PM
MBS Live : Volatile Session, But Contained
Both MBS and Treasuries made trips between their highs and lows several times in rapid succession ear...
Fri, Mar 23 2012, 8:08 AM
Bond markets improved overnight and may have a familiar friend to thank for it. Greece is back in the news, or at least we think so... We haven't se...
Fri, Mar 23 2012, 4:16 PM
MBS Live : MBS RECAP
text here
Open MBS Live Dashboard
FNMA 3.5
102-13 ...
Fri, Mar 23 2012, 1:37 PM
As seen in the recap of live alerts below, this morning's gains for MBS and Treasuries arrive on the heels of data that normally can't be counted on f...
Thu, Mar 22 2012, 11:29 AM
The passing of the Fed's scheduled Twist buying in the 2022-2030 maturity range did little to nudge Treasuries and MBS from their recent grind near ...
Thu, Mar 22 2012, 4:21 PM
After a generally calm and generally positive day, MBS have traipsed lower in a similarly calm fashion. We want to emphasize that even though the p...
MBS Market Alerts
