MBS & US Treasury Markets
9/18 8:54:59AM EST : Delayed Data

MBS are now down almost 3/8ths of a point on the day and easily over a quarter point from morning rate sheet print times. As such, any lender who has yet to reprice for the worse is highly likely to be considering it. 

10yr yields are up 5.3bps at 4.084.  There is no new justification for this late day weakness in terms of headlines or data. 

08:23 AM

MBS up an eighth and 10yr down 1.6bps at 4.064

08:37 AM

Slightly weaker after data.  MBS still up 1 tick (.03) and 10yr up 0.1bps at 4.081