MBS Update: Bonds Rallying After Weaker PPI

Lance Levin

JFQ Lending

P: 4806660245

M: 4807720003

JFQlending.com

MBS Morning:

MBS Morning:

MBS Recap:

MBS Alert:

MBS Update:

MBS Huddle:

Bonds Rallying After Weaker PPI

Wed, Sep 10 2025, 8:36 AM

Core Producer Prices MM (Aug)
- -0.1% vs 0.3% f'cast, 0.9% prev
Core Producer Prices YY (Aug)
- 2.8% vs 3.5% f'cast, 3.7% prev
Producer Prices (Aug)
- -0.1% vs 0.3% f'cast, 0.9% prev

In addition, most of the components that flow through to PCE also came in lower--especially portfolio management which dropped from 5.8 to 2.0 m/m.

Bonds were slightly weaker ahead of the data, but 10s are now down 1.6bps and MBS are up a quick eighth of a point.

More MBS and Treasury Markets

Helpful Data and Treasury Auction Set High Bar For CPI - Wed, 8:28 PM

Heads-Up: MBS Down an Eighth From Highs - Wed, 8:13 PM

Super Cool PPI Makes For a Stronger Start - Wed, 3:27 PM

Post-NFP Rally Momentum Fades - Tue, 8:04 PM

New Lows. More Reprice Risk - Tue, 7:53 PM

View More »

Lance Levin

JFQ Lending

P: 4806660245

M: 4807720003

JFQlending.com

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