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DASHBOARD DISCUSSION
Matthew Graham :  here's a chart of the benchmark for European flights-to-safety vs Treasuries. http://mndne.ws/1eLD0Kb
Matthew Graham :  without commenting on 'why today' we can simply look at markets that are more directly affected, like Europe and see core sovereign debt rallying much more sharply
Brent Borcherding :  What else, Sung? It's the only news line, frankly the data says we should be in the red.
Sung Kim :  but why today? we heard "civil war" over the weekend. what makes today any more relevant? not buying Ukraine on this one
Samip Joshi :  Ukraine claims russian forces entered ukraine territory
Brent Borcherding :  Yes, Sung.
Sung Kim :  is this ukraine related or equity related? did ukraine cause equity sell off?
Brent Borcherding :  You have to take a percentage of the IRA balance, no? You can't use 100% due to value movement.
Clayton Sandy :  Is the IRA subject to market movement? If so, then isn't 70% of the balance/monthly distributions?
Sung Kim :  i dont think that is an agency issue joon, it's an investor issue
joon choi :  question, does freddie allow C/O refinance with POA?
Gus Floropoulos :  not saying it should be a major market mover, but it's real geopolitical risk
Gus Floropoulos :  Ukraine drama has been downplayed throughout the last couple of weeks.
Matthew Graham :  could be Ukraine-related as well. Some earlier wires and one story suggest impending civil war. Another more recent wire says Ukrainian government has identified Russian military in Slovyansk
Victor Burek :  stocks falling fast too
Victor Burek :  mg...any news? Ukraine flairing up?
Matthew Graham :  RTRS- U.S. APRIL NAHB HOUSING MARKET INDEX 47 (CONSENSUS 50) VERSUS REVISED 46 IN MARCH
Matthew Graham :  yeah, interesting times, in that it seems that some more attention might be paid to inflation in the coming months, but much like the prospect of rising yields, the question is one of sustainability. Maybe I'm missing something about the recovery, but how can higher prices or yields be sustained in any meaningful way? 3% 10yr and 1.8 CPI? sure, but around 3.5% and 2.0 CPI, seems like things would get dicey.
Sung Kim :  but of course cpi/ppi dont matter, so forget the question
Sung Kim :  cpi came in a little hot?
Matthew Graham :  RTRS- NY FED'S EMPIRE STATE EMPLOYMENT INDEX AT +8.16 IN APRIL VS +5.88 IN MARCH
Matthew Graham :  RTRS- U.S. MARCH CPI +0.2 PCT (+0.2003; CONSENSUS +0.1 PCT), EXFOOD/ENERGY +0.2 PCT (+0.2041; CONS +0.1 PCT)
justin mix :  The DD214 is in St. Louis. Here's an expediter with 24hr turn arond http://www.aardvarkresearchgroup.com
Jason York :  requesting your DD214 isn't not a quick process from what I know
Jay Rodriguez  :  You can also use an Expeditor Service to get them quicker, though they can get them for free from the link below.

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