MBS & US Treasury Markets
12/10 2:30:28PM EST : Delayed Data

The Fed cut rates as expected, and the dot plot didn't show any major migration higher in rate.  In fact, the median remained unchanged and more dots moved down than up.  

20251210 dots.png

MBS haven't moved since the release and are still up a quarter point.  10yr yields are down just a hair vs 2pm levels, and down a total of 3.1bps at 4.155 overall. 

Very uneventful reaction so far. 

08:46 AM

Slightly weaker overnight and little-changed so far. 10yr up 1.1bps at 4.197. MBS up 2 ticks (.06).

11:29 AM

Best levels of the day. MBS up 7 ticks (.22) and 10yr down 2.4bps at 4.162