MBS & US Treasury Markets
10/5 1:44:01PM EST : Delayed Data

Bonds are at their weakest levels with 10yr yields up 5bps and MBS down more than a quarter point. Any lender out with rates before 10:30am ET is already seeing at least an eighth of a point of weakness. As such, the jumpier lenders could already be considering negative reprices. 

10:07 AM

Modestly weaker at the open, but holding ground after ISM. 10yr up 1.7bps at 5.296. MBS down 1 tick (.03).

12:51 PM

weakest levels. no new reasons. MBS down 10 ticks (.31) and 10yr up 5.5bps at 5.334