It doesn't always work like this, but today's overnight session saw the classic "conventional wisdom" trade with stocks prices and bond yields falling in concert. Believe it or not, this is the ...
Light Volatility After Initial Losses The first day of the new month began with some potential excitement, albeit not the ...
Both the FHFA and the S&P CoreLogic Case-Shiller indices released new home-price data this week covering the month of August.
Mortgage applications jumped sharply last week, driven by lower rates and a rebound in refinance activity. According to MBA’s ...
Today was not a foregone conclusion and there was no way to know ahead of time that it would end like this, but the outcome ...
Another Hawkish Powell Press Conference Harshes Bonds' Mellow The Fed cut rates and ended QT.  Neither were surprises for ...
With the shutdown ongoing, and the big ticket econ data vanished into the void, there's little for the bond market to do ...
Bonds are a hair weaker this morning with losses showing up in the overnight session and mostly flattening out in domestic ...
The simplest way to understand yesterday's post-Fed sell-off is as follows. The market's enthusiasm for 3 Fed rate cuts in ...
Rates have been flirting with long term lows over the past 2 weeks, but today made it official.  Today's average top tier ...
Uneventfully Flat After Initial Weakness The bond market only had a little more selling to do thanks to the unpleasant ...
Every now and then, a Thursday comes along where we have to set the record straight on what is actually going on with ...