What Happened Last Week? Moderate, Inconsequential Weakness Bonds lost ground at a modest to moderate clip on Friday, but not for any interesting or obvious reasons. The selling had been…
Nick AlvinoMay 20, 2024
The three areas that have the greatest ability to impact MBS backend pricing this week are: (1) Treasury Dump, (2) Central Bank Palooza and (3) The Talking Fed.
Nick AlvinoMay 6, 2024
The three areas that have the greatest ability to impact MBS backend pricing this week are: (1) The Talking Fed, (2) Jobs, Jobs, Jobs and (3) Rosie the Riveter.
Nick AlvinoApril 29, 2024
The three areas that have the greatest ability to impact MBS backend pricing this week. (1) Inflation Nation, (2) GDP and (3) Central Bank Palooza.
Nick AlvinoApril 22, 2024
What Happened Last Week? Time to Hurry Up and Wait Again Friday ended up being reasonably pleasant, but mostly uneventful. Gains were in place from the overnight session on a…
Nick AlvinoApril 15, 2024
What Happened Last Week? Bond Market Resilience Suggests More Focus on CPI Up until the 3pm close on Friday, the bond market was having a surprisingly resilient day relative to…
Nick AlvinoApril 9, 2024
The three areas that have the greatest ability to impact MBS backend pricing this week are: (1) Jobs, Jobs, Jobs, (2) The Talking Fed and (3) Rosie the Riveter.
Nick AlvinoApril 1, 2024
The three areas that have the greatest ability to impact MBS backend pricing this week are: (1) Inflation Nation, (2) The Talking Fed, and (3) Rosie the Riveter.
Nick AlvinoMarch 25, 2024
The three areas that have the greatest ability to impact MBS backend pricing this week are: (1) The Talking Fed, (2) Central Bank Palooza and (3) Treasury Dump.
Nick AlvinoMarch 18, 2024