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MBS Commentary

Over a decade and counting! Mortgage News Daily has provided daily MBS market commentary to the mortgage industry since 2007.

NEW MBS MID-DAY: Off the Highs

Tue, Mar 15 2011, 11:20 AM

MBSonMND : MBS MID-DAY Open MBSonMND Dashboard FNMA 3.5 94-31 : +0-18 ...

NEW The Day Ahead: Flight to Safety Pours into Bond Market

Tue, Mar 15 2011, 8:30 AM

Another explosion at a nuclear power station in Japan triggered a 10.55% sell-off in Japanese stocks last night and initiated a massive global fli...

NEW Bond Rally Lacks Real Money Support. Sustained Commitment Needed

Tue, Mar 15 2011, 5:45 PM

All hell seemed to break loose in global markets today. Stocks plummeted around the world. Commodities tanked to the tune of 2-5%. And a flight ...

NEW MBS RECAP: Rally Reverses

Tue, Mar 15 2011, 4:20 PM

MBSonMND : MBS RECAP Open MBSonMND Dashboard FNMA 3.5 94-19 : +0-06 ...

NEW FOMC Offers Hesitant Optimism. Upgraded Outlook Overall

Tue, Mar 15 2011, 3:36 PM

The Federal Reserve Open Market Committee has released the March FOMC Statement . On the whole the Fed hinted at an upgrade in economic conditi...

NEW MBS MID-DAY: Bond Rally Continues

Mon, Mar 14 2011, 11:20 AM

MBSonMND : MBS MID-DAY Open MBSonMND Dashboard FNMA 3.5 94-18 : +0-16 ...

NEW The Week Ahead: Japan, FOMC Meeting, Inflation, Construction Data

Mon, Mar 14 2011, 9:17 AM

The progressively more tragic consequences of the Japanese earthquake remind us that reality can change in an instant. What we initially received ...

NEW MBS RECAP: 3/14/2011

Mon, Mar 14 2011, 4:20 PM

MBSonMND : MBS RECAP Open MBSonMND Dashboard FNMA 3.5 ...

NEW Lenders Improve Loan Pricing. Graphing the NIKKEI's Retracement

Mon, Mar 14 2011, 2:24 PM

Rate sheet influential MBS coupons hit new one-month highs today. REPRICES FOR THE BETTER HAVE BEEN REPORTED Following reprices for the bette...

NEW MBS MID-DAY: Reprices for Worse Possible

Fri, Mar 11 2011, 11:16 AM

MBSonMND : MBS MID-DAY Open MBSonMND Dashboard FNMA 3.5 94-08 : -0-09 ...

NEW The Day Ahead: Earthquake, Tsunami Slam Japan

Fri, Mar 11 2011, 8:30 AM

(Reuters) - The biggest earthquake on record to hit Japan struck the northeast coast on Friday, triggering a 10-meter tsunami that swept away ...

NEW MBS LEDGE: Room to Rally with Little Reward to Offer

Fri, Mar 11 2011, 4:58 PM

Lots of headlines to digest lately. What region is the market focused on again? North Africa, The Middle East, Spain, Portugal, Greece, China, Jap...

NEW MBS RECAP: 3/11/2011

Fri, Mar 11 2011, 4:16 PM

MBSonMND : MBS RECAP Open MBSonMND Dashboard FNMA 3.5 ...

NEW MBS MID-DAY: Risk Aversion in Process

Thu, Mar 10 2011, 11:16 AM

MBSonMND : MBS MID-DAY Open MBSonMND Dashboard FNMA 3.5 94-01 : +0-04 ...

NEW Rate Techs: Facing Resistance. More Motivation Needed

Thu, Mar 10 2011, 10:29 AM

Stocks are moving lower fast and interest rates are rallying as a result. Benchmark 10yr yields have moved notably lower over the past 18 hours i...

NEW The Day Ahead: Jobless Claims, Trade Balance, $13 Billion 30s

Thu, Mar 10 2011, 8:25 AM

Broad losses in overseas markets have U.S. equity futures on edge this morning, while interest rates are slightly higher, the US dollar is moving...

NEW MBS RECAP: Back on a Ledge

Thu, Mar 10 2011, 4:16 PM

MBSonMND : MBS RECAP Open MBSonMND Dashboard FNMA 3.5 94-15 : +0-18 ...

NEW Dealers Tender Aggressively for Long Bond. Rates Rallying

Thu, Mar 10 2011, 2:07 PM

Treasury just sold $13 billion 30-year notes. Today's long bond auction was one of the strongest in several years. The bid to cover ratio, a m...

NEW MBS MID-DAY: Sideways Session

Wed, Mar 9 2011, 11:16 AM

MBSonMND : MBS MID-DAY Open MBSonMND Dashboard FNMA 3.5 93-19 : +0-05 ...

NEW The Day Ahead: Wholesale Trade, $21 Billion 10s, HAMP Vote

Wed, Mar 9 2011, 8:14 AM

Stocks have nearly doubled since the market fell to its lowest level of the financial crisis exactly two years ago today. Shares now look to move ...

NEW MBS RECAP: Out Near Highs. Reprices Reported

Wed, Mar 9 2011, 4:21 PM

MBSonMND : MBS RECAP Open MBSonMND Dashboard FNMA 3.5 93-28 : +0-14 ...

NEW Smooth 10-Year Auction Wakes Sleeping Bond Market

Wed, Mar 9 2011, 1:37 PM

Treasury just sold $21 billion 10-year notes. The auction went well.... The bid to cover ratio, a measure of auction demand, was an above ave...

NEW MBS MID-DAY: Reprices a Risk

Tue, Mar 8 2011, 11:16 AM

MBSonMND : MBS MID-DAY Open MBSonMND Dashboard FNMA 3.5 93-26 : -0-05 ...

NEW Illustrating the Inner Connectivity of Oil, Stocks, and Bonds

Tue, Mar 8 2011, 10:46 AM

(9:40am) The bond market continues to battle the weakness mentioned previously as being connected to oil movements. Support could be coming in arou...

NEW The Day Ahead: Treasury Sells $32bn 3s, Class A MBS Roll

Tue, Mar 8 2011, 8:39 AM

Stocks and bonds continue to march to the beat of an oil drum. HA I crack myself up.....oil prices did dictate the directionality of stocks and bonds ...

NEW MBS RECAP: 3/8/2011

Tue, Mar 8 2011, 4:16 PM

MBSonMND : MBS RECAP Open MBSonMND Dashboard FNMA 3.5 ...

NEW MBS Settlement Process Underway. Does the Roll Hurt Loan Pricing?

Tue, Mar 8 2011, 3:56 PM

March Fannie and Freddie 30 year fixed MBS coupon have begun the settlement process and it will soon look like MBS prices just plummeted (more than ...

NEW 3-Year Note Auction Recap: Decent Demand. Dealers Do Heavy Lifting

Tue, Mar 8 2011, 1:52 PM

Treasury just sold $32 billion 3-year notes. The bid to cover ratio, a measure of auction demand, was 3.22 bids submitted for every 1 accept...

NEW MBS MID-DAY: Recovering as Stocks Unwind Gains

Mon, Mar 7 2011, 11:16 AM

MBSonMND : MBS MID-DAY Open MBSonMND Dashboard FNMA 3.5 94-05 : -0-02 ...

NEW Rates Drift Higher in Low Trading Volume. Keep an Eye on Stocks

Mon, Mar 7 2011, 10:47 AM

Oil prices are up. Stock indexes are up. Treasury yields are up. MBS prices are not... OVERNIGHT NEWS... Fed Unlikely to Remove Its Economic...

NEW The Week Ahead: Consumer Check-Up, Treasury Auctions, Class A MBS Settlement

Mon, Mar 7 2011, 9:25 AM

The economic data calendar thins out a bit but market watchers still have plenty of news and events to absorb in the days ahead. MND expects inves...

NEW MBS RECAP: Off Best Levels of the Day

Mon, Mar 7 2011, 4:16 PM

MBSonMND : MBS RECAP Open MBSonMND Dashboard FNMA 3.5 93-30 : -0-10 ...

NEW MBS Near Best Levels in a Month. Reprices Reported

Mon, Mar 7 2011, 2:06 PM

A comment from the MBSonMND Dashboard : (3/7/11 -- 1:17pm): FNCL 4.5's aren't merely holding near some of the highest prices in a month--102-...

NEW JOBS REPORT: Payrolls +192,000. UNR at 8.9%. Wages Flat

Fri, Mar 4 2011, 10:01 AM

Plain and Simple: When viewed on the spot, this was a strong monthly jobs report. The headline NFP print was close to consensus. The unemploymen...

NEW The Day Ahead: Non-Farm Payrolls, Unemployment Rate, Hourly Wages, Factory Orders

Fri, Mar 4 2011, 8:17 AM

Interest rates moved mostly sideways in light overnight trading volumes. The same thing goes for stocks, totally sideways in a quiet marketplace....

NEW MBS RECAP: REPRICES REPORTED

Fri, Mar 4 2011, 4:16 PM

MBSonMND : MBS RECAP Open MBSonMND Dashboard FNMA 3.5 94-09 : +0-22 ...

NEW Rate Techs: Short-Term Targets Identified

Fri, Mar 4 2011, 2:17 PM

After some harrying high volatility moments in the immediate wake of the Employment Situation Report, benchmark 10's have dug in at their best lev...

NEW MBS MID-DAY: Reprices for Better Possible

Fri, Mar 4 2011, 2:16 PM

MBSonMND : MBS MID-DAY Open MBSonMND Dashboard FNMA 3.5 94-03 : +0-16 ...

NEW Hawkish Inflation Rhetoric Sparks Short Selling in Bond Market

Thu, Mar 3 2011, 12:37 PM

Where to begin where to begin.... The obvious observation is interest rates are higher today. The directional move began yesterday after the Bei...

NEW MBS MID-DAY: REPRICE ALERT

Thu, Mar 3 2011, 11:16 AM

MBSonMND : MBS MID-DAY Open MBSonMND Dashboard FNMA 3.5 93-22 : -0-12 ...

NEW The Day Ahead: Initial Claims, Productivity, Treasury Supply, Fed Speak

Thu, Mar 3 2011, 8:29 AM

Interest rates have yet to recover from the sell-off that played out following the release of the Fed's Beige Book yesterday afternoon. Stocks on ...

NEW Employment Situation Report Preview and Outlook

Thu, Mar 3 2011, 5:41 PM

The bond market has effectively been rallying since the 10th of February. There are two ways to look at that rally, as either CORRECTIVELY BEARISH...

NEW MBS RECAP: Reprices for the Worse Reported

Thu, Mar 3 2011, 4:16 PM

MBSonMND : MBS RECAP Open MBSonMND Dashboard FNMA 3.5 93-18 : -0-17 ...

NEW Inflation Expectations Distorted by Bullish Perspectives of Reality

Thu, Mar 3 2011, 4:10 PM

"Inflation is always and everywhere a monetary phenomenon" - Milton Friedman Milton Friedman's statement theorizes that the source of all inflatio...

NEW Rate Techs: Neutrality Found Just Before High-Risk Event.

Thu, Mar 3 2011, 2:10 PM

On days like today directional debates run rampant over "what's happening" and "what's going to happen" in the bond market. AQ saved me quite a b...

NEW MBS MID-DAY: Stock Lever Tempers MBS Rally

Wed, Mar 2 2011, 11:19 AM

MBSonMND : MBS MID-DAY Open MBSonMND Dashboard FNMA 3.5 94-13 : -0-04 ...

NEW The Day Ahead: ADP Jobs Data, Bernanke Encore, Beige Book

Wed, Mar 2 2011, 8:12 AM

Production MBS coupons and benchmark Treasuries benefited from a continued flight to safety yesterday. Sparked by short covering in the interest r...

NEW MBS RECAP: 3/2/2011

Wed, Mar 2 2011, 4:20 PM

MBSonMND : MBS RECAP Open MBSonMND Dashboard FNMA 3.5 ...

NEW Beige Book Recap. Reprices Possible as MBS Get Sloppy

Wed, Mar 2 2011, 3:19 PM

Following the 2pm release of the Fed's Beige Book, bonds are weaker and stocks are near their highs of the day, which really isn't all that high. ...

NEW MBS Stabilize as Stocks Lose Steam. Reprice Target Near

Tue, Mar 1 2011, 12:59 PM

From yesterday's 5pm going out marks at 101-29, FNCL 4.5's fell as low as 101-18 this morning. But after two decent showings of support, theyv'e gai...