Tue, Jan 19 2010, 8:53 AM
After taking down $84 billion in TSY debt supply last week, the bond market headed into the three day weekend trading outside the range at yields not ...
Tue, Jan 19 2010, 6:32 PM
Tue, Jan 19 2010, 3:41 PM
Tue, Jan 19 2010, 2:00 PM
Fri, Jan 15 2010, 11:37 AM
you should have your best rate sheets of the year this morning. Besides the fact that lenders are desperate for loan production, "rate sheet influent...
Fri, Jan 15 2010, 8:47 AM
Inflation data has been released. It was "on the screws". thus permitting an extension of positive rates progress. The recent range has been broken, w...
Fri, Jan 15 2010, 5:13 PM
Fri, Jan 15 2010, 2:08 PM
Thu, Jan 14 2010, 11:17 AM
Thu, Jan 14 2010, 8:34 AM
Rate sheet rebate and the "relief rally" suffered a setback yesterday afternoon following a marginally above average 10 year note auction yesterday. T...
Thu, Jan 14 2010, 5:23 PM
Thu, Jan 14 2010, 3:35 PM
After a successful long bond auction and positive knee jerk price reaction, the rates market has failed to extend relief rally progress into a new ran...
Thu, Jan 14 2010, 1:46 PM
Thu, Jan 14 2010, 1:00 PM
The last auction shoe has dropped. The auction stopped through impressively, and the recent roll in MBS is but a faded memory destined to be crushed ...
Wed, Jan 13 2010, 11:37 AM
The Treasury is set to re-open the November 2019 issue 3.375% coupon bearing 10 year TSY note. $21 billion more will be offered. The results of the au...
Wed, Jan 13 2010, 8:37 AM
Yesterday' s 3 year note auction was about average...woohooo. If you didnt pick up on the sarcasm, I was being sarcastic. This is because 3 year notes...
Wed, Jan 13 2010, 5:37 PM
Wed, Jan 13 2010, 3:45 PM
Wed, Jan 13 2010, 2:04 PM
Wed, Jan 13 2010, 1:03 PM
MBS prices are falling after the auction...LENDERS MAY REPRICE FOR THE WORSE
Tue, Jan 12 2010, 10:43 AM
Tue, Jan 12 2010, 8:34 AM
I am taking profits ahead of the looming auction cycle...we still have $74billion in TSY notes to be auctioned. I am however feeling like my strategy...
Tue, Jan 12 2010, 5:26 PM
Tue, Jan 12 2010, 3:35 PM
The first of three auctions is behind us. As MG noted the direct bid was HUGE. While I do think its great that the likes of PIMCO and Vanguard are pro...
Tue, Jan 12 2010, 1:00 PM
Despite a slight bit of initial weakness, the charts are in fine position as the 10yr is holding one of it's more aggressive support levels at 3.73. ...
Mon, Jan 11 2010, 11:53 AM
While I have outlined a theory that instills hope in the hears of fence sitters and float boaters in the short run, AGAIN I must remind that our overa...
Mon, Jan 11 2010, 8:53 AM
The FN 4.5 is +0-07 at 100-10 yielding 4.476%. I do not like to create confusion about the extent to which mortgages are tied to the movements of benc...
Mon, Jan 11 2010, 5:14 PM
Mon, Jan 11 2010, 3:26 PM
If you haven't read the following description of the agency MBS settlement process...please dont skip over it as it may save you from having to change...
Mon, Jan 11 2010, 1:45 PM
Fri, Jan 8 2010, 12:54 PM
Euphoria struck this AM not only with the substantially worse-than-expected headline jobs loss, but a slew of the report's internal components perhaps...
Fri, Jan 8 2010, 10:09 AM
After failing to break 100-14, the floor fell out from underneath the FN 4.5. Prices have found their way back to yesterday's low print. In the Treasu...
Fri, Jan 8 2010, 8:56 AM
THE BOND MARKET'S INITIAL REACTION HAS BEEN FAVORABLE...but temper your excitement because we have not broken out of the recent range yet. The FN 4.0 ...
Fri, Jan 8 2010, 8:04 AM
The bond market has opened weaker ahead of jobs data...here is a screen shot of my matrix. I covered up the MBS yields because I do not like Reuter's ...
Thu, Jan 7 2010, 11:27 AM
Wed, Jan 6 2010, 12:45 PM
The result of the BEAR STEEPENER today has been plummeting "rate sheet influential" MBS prices and REPRICES FOR THE WORSE from lenders. Just like the ...
Wed, Jan 6 2010, 10:30 AM
Wed, Jan 6 2010, 8:20 AM
The mortgage market is starting slow again today. Given the above forecast for a narrowing range in TSY yields/prices...we would expect to see a simil...
Tue, Jan 5 2010, 11:51 AM
Bonds had opened better and traded well BEFORE the data, and current price levels are neither much better or worse than they were when the data hit.
...
Tue, Jan 5 2010, 9:14 AM
In the US, the S&P is flat, -0.1% at 1131.88, the Dow is -0.32% at 10550 and the NASDAQ is -0.26% at 2302. The 3.375 coupon bearing 10yr TSY note is +...
Tue, Jan 5 2010, 4:01 PM
The question we were looking to address when the new year began was: WERE HIGHER RATES IN DECEMBER A FUNCTION OF SEASONAL INFLUENCES or DID THE 'BIG P...
MBS Market Alerts
