Although we've crossed the line at 100-04, it is currently only by half a tick.  So even though this violates the previously discussed technical floor, not only is it not truly confirmed until we spend some more time "down here" but lenders are not yet likely to reprice for the worse as we're only 4 ticks off our highs of the day. 

There has been a brief uptick in tsy yields and the Dow, but nothing "spikey" yet.  If the situation deteriorates, we'll let you know ASAP.