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. (1) Inflation Nation, (2) GDP and (3) Central Bank Palooza.
Nick AlvinoApril 22, 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) 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
The three areas that have the greatest ability to impact MBS backend pricing this week are: (1) Inflation Nation, (2) Retail Sales and (3) Treasury Dump.
Nick AlvinoMarch 11, 2024
The areas that have the greatest ability to impact MBS backend pricing this week are: (1) Inflation Nation, (2) Treasury Dump, (3) The Talking Fed, and (4) Rosie the Riveter.
Nick AlvinoFebruary 26, 2024
The three areas that will get the most attention from bond traders this holiday-shortened week are: (1) The Talking Fed, (2) Treasury Dump and (3) Geopolitical.
Nick AlvinoFebruary 20, 2024
The three areas that have the greatest ability to impact MBS backend pricing. (1) the Talking Fed, (2) Treasury Dump and (3) Domestic Flavor.
Nick AlvinoFebruary 5, 2024