MBS & US Treasury Markets
9/29 1:57:09PM EST : Delayed Data

MBS are now down almost half a point with many lenders seeing more than a quarter point of weakness since their last rate sheet. 

Most any lender is at least at some risk of negative reprices (or additional negative reprices).

08:58 AM

MBS up 2 ticks (.06) and 10yr down less than 1bp at 5.231

10:05 AM

Heavy selling between 9:30am and 10am. Bouncing modestly after 10am data. MBS down over an eighth and 10yr up 1.1bps at 5.25