Mon, Oct 31 2011, 8:59 AM
A changing mood on the final day of October - I'm doing my best not to say spooky - is threatening to eat away from what looks to be a 14% gain in the...
Mon, Oct 31 2011, 4:17 PM
MBS Live : MBS RECAP
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FNMA 3.5
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Mon, Oct 31 2011, 1:23 PM
Several reports now of lenders repricing for the better in the Live Chat section of the MBS Live Dashboard. The two traditionally early-to-reprice ...
Fri, Oct 28 2011, 11:17 AM
MBS Live : MBS MID-DAY
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FNMA 3.5
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Fri, Oct 28 2011, 10:17 AM
"Those with the will to come into work today will at least be greeted by a modicum of relief for bond markets. But the key point is this: after more t...
Fri, Oct 28 2011, 8:55 AM
Thursday's stock rally isn't being sustained in early trading: equity futures in the U.S. are pointing downwards and European markets are in modest se...
Fri, Oct 28 2011, 4:17 PM
MBS Live : MBS RECAP
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FNMA 3.5
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Thu, Oct 27 2011, 12:46 PM
This EU Summit has been the focal point of quit a bit of drama lately--perhaps too much by the time we consider the attention that the lead-up and spe...
Thu, Oct 27 2011, 11:21 AM
MBS Live : MBS MID-DAY
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Thu, Oct 27 2011, 9:00 AM
The stock market plans to open more than 2% higher on news that European officials have agreed to a strategy to combat its debt crisis.
The 10-yea...
Thu, Oct 27 2011, 4:21 PM
MBS Live : MBS RECAP
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Thu, Oct 27 2011, 2:58 PM
The main topic of discussion over the last few days has been the upcoming refinements to the HARP program . As detailed Monday morning by the FHFA, ...
Wed, Oct 26 2011, 11:21 AM
MBS Live : MBS MID-DAY
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FNMA 3.5
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Wed, Oct 26 2011, 10:33 AM
After yesterday's impressive rally in bond markets, we noted that technicals seemed to most strongly suggest a sideways trend in effect since roughly ...
Wed, Oct 26 2011, 8:42 AM
The Treasury curve steepened overnight and equities returned to rally mode as the market waits for the European Summit to begin at Noon eastern time. ...
Wed, Oct 26 2011, 4:21 PM
MBS Live : MBS RECAP
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FNMA 3.5
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Tue, Oct 25 2011, 11:19 AM
If you've had time for a quick check of MBS prices, you're already aware of the rally. Bond markets have been mostly rallying all morning as stocks h...
Tue, Oct 25 2011, 11:17 AM
MBS Live : MBS MID-DAY
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Tue, Oct 25 2011, 8:28 AM
European bourses are offering little direction this morning while traders wait another day for the next meeting of European officials. Treasuries are ...
Tue, Oct 25 2011, 5:12 PM
One of the possibilities we've been following, moreso around the 19th and 20th than recently, has been the possibility (or overly-optimistic hope?) th...
Tue, Oct 25 2011, 4:17 PM
MBS Live : MBS RECAP
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FNMA 3.5
101-17 : +0-20
...
Mon, Oct 24 2011, 12:46 PM
If you haven't heard/seen from multiple sources, multiple times, the story of the morning is certainly the long-awaited release of more information on...
Mon, Oct 24 2011, 11:30 AM
(Sorry so late this AM, busy morning oversight!)
Key Events This Week:
Monday:
9:00 - Richard Fisher , president of the Dallas Federal R...
Mon, Oct 24 2011, 11:17 AM
MBS Live : MBS MID-DAY
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FNMA 3.5
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Mon, Oct 24 2011, 5:18 PM
Quite a lot of "sparkle and fade" regarding the HARP 2.0 pre-announcement this morning. Or is it a pre-pre-announcement? Either way, the finer point...
Mon, Oct 24 2011, 4:17 PM
MBS Live : MBS RECAP
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FNMA 3.5
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Fri, Oct 21 2011, 11:17 AM
MBS Live : MBS MID-DAY
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Fri, Oct 21 2011, 10:54 AM
From MBS Live! earlier this morning: With no data on tap, and only a few Fed Speakers, the most interesting news on the MBS table this morning are t...
Fri, Oct 21 2011, 8:30 AM
Equities are once again being pulled higher by hopes that European officials are on a path to resolving the eurozone debt crisis.
The plan involves...
Fri, Oct 21 2011, 4:17 PM
MBS Live : MBS RECAP
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FNMA 3.5
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Thu, Oct 20 2011, 11:17 AM
MBS Live : MBS MID-DAY
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Thu, Oct 20 2011, 8:12 AM
Treasuries are backing up and U.S. equities are on a slight rebound this morning even though global bourses turned lower overnight, some sharply so.
...
Thu, Oct 20 2011, 5:06 PM
Just a quick post tonight, mostly to update you on how the charts that we discussed this afternoon ended up panning out by 5pm. Long story short, t...
Thu, Oct 20 2011, 4:17 PM
MBS Live : MBS RECAP
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FNMA 3.5
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Thu, Oct 20 2011, 2:09 PM
Actually, MBS are 2 ticks UP as opposed to down, but I refuse to rewrite this blog and re-do my charts simply because markets are too flighty and inde...
Wed, Oct 19 2011, 11:21 AM
MBS Live : MBS MID-DAY
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FNMA 3.5
101-04 : -0-01
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Wed, Oct 19 2011, 8:47 AM
U.S. markets were little moved overnight as investors digest earnings, await new inflation and housing data, and examine possible outcomes for Europe'...
Wed, Oct 19 2011, 4:54 PM
We had an extended conversation the other day about what technically constitutes a "breakout." In fact that's a pretty good article to revisit in g...
Wed, Oct 19 2011, 4:21 PM
MBS Live : MBS RECAP
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FNMA 3.5
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Wed, Oct 19 2011, 2:51 PM
Bonds have experienced a sharp backup in rates since the beginning of October. From October 3rd through the close of 10/17, the yield on the 10-yea...
Tue, Oct 18 2011, 11:19 AM
MBSonMND : MBS MID-DAY
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FNMA 3.5
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Tue, Oct 18 2011, 8:48 AM
Weak earnings in the U.S. and a warning from Moody's that France could lose its AAA status has global equities in a frenetic sell-off Tuesday.
Saf...
Tue, Oct 18 2011, 4:19 PM
MBSonMND : MBS RECAP
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FNMA 3.5
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Tue, Oct 18 2011, 1:28 PM
If you haven't already noticed it in your mind's eye, there's a nice, well-behaved trend channel in MBS over the past two days (for those that need a ...
Mon, Oct 17 2011, 11:19 AM
MBSonMND : MBS MID-DAY
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FNMA 3.5
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Mon, Oct 17 2011, 9:14 AM
Treasuries are firmer and U.S. equities are mixed following the the Group of 20 finance ministers weekend meeting in Paris. European bourses has been ...
Mon, Oct 17 2011, 4:19 PM
MBSonMND : MBS RECAP
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FNMA 3.5
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Mon, Oct 17 2011, 2:32 PM
Today has been like an oasis of relatively stable positivity for MBS. If you look at the last two weeks as an indicative of the nature of the MBS mar...
Fri, Oct 14 2011, 12:37 PM
It's been a fairly rough day for MBS so far. 3.5 MBS coupons are not trading with much liquidity, and as the lone buyer of size, the Fed's daily allo...
Fri, Oct 14 2011, 10:13 AM
How much
does a media room cost in Arizona? $2.5 million... when it's attached to John
McCain's listed house .
MetLife Mortgage , suddenly th...
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