Big Bad Day For Bonds. What's Next? Bonds sold off early and aggressively on Monday in a move that most onlookers are quickly attributing to geopolitics. Specifically, the thought is that higher oil ...

In what seems to be the blink of an eye we’re down two months of 2026, and by most accounts they were decent for lenders and ...

Spoiler alert: it's not Iran. And this morning's yields are the 2nd lowest in more than 3 months behind last Friday. Last ...

At this point, it is getting a bit repetitive to bring up "the lowest rates in more than 3 years"--something that was officially the case twice this week. If we give rates credit for stably holding ...

Bonds Cap Stellar Week/Month With Strongest Close Bonds ended the week/month at their strongest levels with 10yr yields ...

Mortgage application activity edged ever-so-slightly higher last week, with the Mortgage Bankers Association (MBA) reporting an increase of 0.4% on a seasonally adjusted basis for the week ending ...

Home price appreciation pulled back slightly at the end of last year, according to December data from both FHFA and S&P/Cotality Case-Shiller. The reports reinforce the message that prices continued ...

Can’t you feel the anticipation building? March 5th… Trigger leads… Don’t tell me that you’ve forgotten all about it. When a ...

We'd already discussed the fact that PPI has fallen by the wayside as a relevant market mover for bonds despite one or two ...