Thu, Oct 6 2011, 10:02 AM
Things began in pretty ugly fashion this morning. MBS came in the door weaker than yesterday and fell further after the Jobless Claims data. At that...
Thu, Oct 6 2011, 4:45 PM
There's little left to say that hasn't already been said by
way of preparing for tomorrow's jobs report. While it's possible that
tomorrow's NFP su...
Thu, Oct 6 2011, 4:21 PM
MBSonMND : MBS RECAP
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FNMA 3.5
...
Thu, Oct 6 2011, 2:24 PM
The weakness in MBS and Treasuries over the past few days has been unpleasant, but at least the charts are suggesting it's been a calculated move. No...
Wed, Oct 5 2011, 12:57 PM
While all that follows could be at moot point tomorrow and beyond, for today at least, parts of the market are leaving the possibility open for MBS to...
Wed, Oct 5 2011, 11:17 AM
MBSonMND : MBS MID-DAY
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FNMA 3.5
...
Wed, Oct 5 2011, 10:28 AM
Just like bond markets were struggling after Bernanke's testimony yesterday, but not directly because of the testimony, so too are they struggling tod...
Wed, Oct 5 2011, 9:14 AM
Intermediate and long-term Treasuries are backing off this morning as the stock market continues to climb following a stunning 45-minute rally to end ...
Wed, Oct 5 2011, 4:49 PM
It's been an interesting few days in markets as several huge factors continue to jockeying for position as the most important market-mover. That's cr...
Wed, Oct 5 2011, 4:22 PM
MBSonMND : MBS RECAP
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FNMA 3.5
...
Tue, Oct 4 2011, 11:19 AM
MBSonMND : MBS MID-DAY
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FNMA 3.5
...
Tue, Oct 4 2011, 8:25 AM
Risk aversion pushed the 30-year Treasury to a multi-year high overnight and equities are tumbling hard even after a substantial fall on Monday.
"...
Tue, Oct 4 2011, 5:16 PM
The answer to the question posed in the headline will turn out to be "not in the slightest." But if you happen to have time for more than once senten...
Tue, Oct 4 2011, 4:19 PM
MBSonMND : MBS RECAP
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FNMA 3.5
...
Mon, Oct 3 2011, 11:24 AM
MBSonMND : MBS MID-DAY
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FNMA 3.5
...
Mon, Oct 3 2011, 11:08 AM
It's off to the races so far this morning as MBS and longer-maturity Treasuries are rallying significantly. Some of the later days in September had b...
Mon, Oct 3 2011, 9:29 AM
With the worst quarter for stocks since 2008 now behind, global investors are hoping and praying for the return of stability and growth. But fears of ...
Mon, Oct 3 2011, 5:06 PM
A familiar scenario played out overnight and through the trading session. It goes like this: new information comes to light about the potential for a...
Mon, Oct 3 2011, 4:19 PM
MBSonMND : MBS RECAP
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FNMA 3.5
...
Mon, Oct 3 2011, 1:16 PM
A few updated versions of the charts I posted earlier today. S&P's continue to fall, and 10yr year yields are following along with a high degree of c...
Fri, Sep 30 2011, 11:24 AM
MBSonMND : MBS MID-DAY
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FNMA 3.5
...
Fri, Sep 30 2011, 9:00 AM
The final day of the third quarter is off to a weak start as cash flows out of equity markets to send already-low Treasury rates even lower. The culpr...
Fri, Sep 30 2011, 4:24 PM
MBSonMND : MBS RECAP
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FNMA 3.5
...
Fri, Sep 30 2011, 3:30 PM
In yesterday's commentary, we noted that the stock lever has been well-connected and that the same could be true of today. As you'll see in the chart...
Fri, Sep 30 2011, 2:24 PM
The passion Adam Quinones has for improving the entire
landscape of housing finance is undeniable. I've never met anyone who has
cared more about w...
Thu, Sep 29 2011, 11:24 AM
MBSonMND : MBS MID-DAY
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FNMA 3.5
...
Thu, Sep 29 2011, 8:22 AM
The Treasury market is taking a breather and equity futures are pointing higher following a last hour sell-off Wednesday that pushed indexes down roug...
Thu, Sep 29 2011, 4:51 PM
For the 2nd day in a row, MBS made progress in bouncing supportively off what had once been incredibly firm resistance. We speak of course of the "co...
Thu, Sep 29 2011, 4:24 PM
MBSonMND : MBS RECAP
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FNMA 3.5
...
Wed, Sep 28 2011, 11:19 AM
MBSonMND : MBS MID-DAY
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FNMA 3.5
...
Wed, Sep 28 2011, 8:53 AM
Global markets are mixed as European officials quarrel over the terms of Greece's bailout package, but the U.S. market looks to another day of equity ...
Wed, Sep 28 2011, 5:30 PM
From MBSonMND : "Things have no doubt been volatile this week. We continue to hear and see that this has more to do with month and quarter-end positi...
Wed, Sep 28 2011, 4:19 PM
MBSonMND : MBS RECAP
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FNMA 3.5
...
Tue, Sep 27 2011, 11:19 AM
MBSonMND : MBS MID-DAY
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FNMA 3.5
...
Tue, Sep 27 2011, 8:40 AM
Global equity markets continue to rally Tuesday as investors bet on Europe finding a solution for its various debt problems.
The Treasury market is...
Tue, Sep 27 2011, 5:11 PM
Despite a bit of a bounce back late in the day, MBS sank to 102-00 in Fannie 3.5's by 3pm today. This was the highest that 3.5's traded the morning o...
Tue, Sep 27 2011, 4:19 PM
MBSonMND : MBS RECAP
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FNMA 3.5
...
Mon, Sep 26 2011, 11:23 AM
MBSonMND : MBS MID-DAY
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FNMA 3.5
...
Mon, Sep 26 2011, 8:39 AM
Treasuries are little changed from Friday's levels but the stock market, after losing more than 6% last week, is preparing to rebound in early trading...
Mon, Sep 26 2011, 4:26 PM
A few charts for the afternoon... First, we'll take a look at a short term chart of 10yr note yields vs the S&P index. It's fairly common that we se...
Mon, Sep 26 2011, 4:23 PM
MBSonMND : MBS RECAP
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FNMA 3.5
...
Mon, Sep 26 2011, 2:55 PM
The New York Fed released it's FAQS (frequently asked questions) on the reinvestment of Agency debt payments into MBS announced in Wednesday's FOMC St...
Fri, Sep 23 2011, 11:23 AM
MBSonMND : MBS MID-DAY
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FNMA 3.5
...
Fri, Sep 23 2011, 8:52 AM
Treasuries are little changed this morning following the massive flattening of the yield curve that's taken place since Wednesday's FOMC statement. Eq...
Fri, Sep 23 2011, 4:23 PM
MBSonMND : MBS RECAP
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FNMA 3.5
...
Thu, Sep 22 2011, 11:20 AM
MBSonMND : MBS MID-DAY
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FNMA 3.5
...
Thu, Sep 22 2011, 8:26 AM
Wednesday's FOMC announcement initiated a sell-off in U.S. equities that rippled across the globe overnight . U.S. equity futures are now responding ...
Thu, Sep 22 2011, 4:27 PM
First of all, let's be clear: we're not saying 10yr yields are definitely going to 1.5%. But we've heard the news that some folks think it's possible...
Thu, Sep 22 2011, 4:20 PM
MBSonMND : MBS RECAP
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FNMA 3.5
...
Wed, Sep 21 2011, 11:24 AM
MBSonMND : MBS MID-DAY
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FNMA 3.5
...
MBS Market Alerts
