Patrick Smith
Executive / Management / Banker
Integrated Funding
License:
67369
MBS & US Treasury Markets
6/2 1:46:00PM EST : Delayed Data

Bonds are selling off to the weakest levels of the day for debatable reasons (GDP Now update showing 4.6 vs 3.8 prev, perhaps?  But that seems like a stretch). 

10yr yields are quickly up 5 bps at 4.456 and MBS are down nearly a quarter point. Fortunately, most lenders were out with rates before the 10am rally and are thus only now seeing about an eighth of a point of weakness.  Lenders who priced after 10am are at more risk of repricing. 

10:03 AM

Slightly weaker overnight, but recovering a bit after ISM data.  MBS down 2 ticks (.06) and 10yr up 2.1bps at 4.425

01:20 PM

More weakness into PM hours.  MBS down 9 ticks (.28) and 10yr up almost 6bps at 4.463

Patrick Smith
Executive / Management / Banker
Integrated Funding
License:
67369