Stocks are loving the anti-deflation data this AM. At the 930 opening bell, stocks are making new 2009 highs again...and the bond market is suffering.

If you were floating overnight and rate sheets have already been published (cough suntrust, citi)...you might want to take the gains that were offered up  because rate sheet influential MBS prices are falling fast and lenders are likely to recall rate sheet sheets..

Seeee....