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
...
Wed, Sep 21 2011, 8:20 AM
Market focus will be on the Federal Reserve today as traders wait to see whether the Fed will engage in further quantitative easing. The expectation...
Wed, Sep 21 2011, 4:15 PM
MBSonMND : MBS RECAP
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FNMA 3.5
...
Wed, Sep 21 2011, 3:03 PM
Here's the alert MBSonMND subscribers received shortly after the FOMC statement:
2:58 PM; Reprices for the Better Likely as FOMC Statement Ro...
Tue, Sep 20 2011, 11:19 AM
MBSonMND : MBS MID-DAY
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FNMA 3.5
...
Tue, Sep 20 2011, 8:30 AM
Markets are a little more upbeat this morning as Treasuries reverse course from Monday and equity futures prepare for a rebound after shedding nearly ...
Tue, Sep 20 2011, 4:24 PM
MBSonMND : MBS RECAP
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FNMA 3.5
...
Tue, Sep 20 2011, 2:13 PM
Ever since the abundance of data last Thursday morning, the general expectation has been for a decrease in volume and directionality heading into tomo...
Mon, Sep 19 2011, 11:19 AM
MBSonMND : MBS MID-DAY
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FNMA 3.5
...
Mon, Sep 19 2011, 8:42 AM
Housing and monetary policy. Those are the themes dominating an otherwise light data docket this week. But investor focus could be more attuned to the...
Mon, Sep 19 2011, 4:19 PM
MBSonMND : MBS RECAP
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FNMA 3.5
...
Mon, Sep 19 2011, 3:10 PM
Earlier this month, we asked what it might take to break the "concrete ceiling" in MBS. Then again we revisitied longer term MBS charts at the end ...
Fri, Sep 16 2011, 11:19 AM
MBSonMND : MBS MID-DAY
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FNMA 3.5
...
Fri, Sep 16 2011, 11:11 AM
Volatile couple of days for MBS... After a moderate day of losses yesterday, MBS were down again this morning, and with limited impact expected from ...
Fri, Sep 16 2011, 8:30 AM
Treasuries are a wee bit firmer and equity futures are lower as investors adopt a cautious stance after a four-day run.
The 10-year Treasury yield...
Fri, Sep 16 2011, 4:24 PM
MBSonMND : MBS RECAP
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FNMA 3.5
...
Thu, Sep 15 2011, 11:23 AM
MBSonMND : MBS MID-DAY
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FNMA 3.5
...
MBS Market Alerts
