MBS & US Treasury Markets
2/3 5:51:00PM EST : Delayed Data

MBS are now down an eighth of a point on the day and 6 ticks (.19) from the most recent high.  Most lenders are now seeing at least an eighth of a point of weakness from morning rate sheet print times.  As such, negative reprices are possible among the jumpier lenders.

10yr yields are now up almost 2bps at 4.554.

09:56 AM

Slightly stronger overnight as stocks swoon on tariff announcements.  MBS up 1 ticks and 10y down 2.9bps at 4.508

10:54 AM

Lots of volatility surrounding 10am ISM data and US/Mexico tariff pause. MBS now down 1 tick (.03) and 10yr up 1.1bps at 4.526, both near the day's weakest levels.

02:06 PM

Mostly holding a fairly narrow range, but currently at the lower end of that range with MBS down 2 ticks (.06) and 10yr yields down 0.3bps at 4.534

02:53 PM

Just off weakest levels of the day. MBS down 3 ticks (.09) and 10yr up half a bp at 4.54