Archive for the ‘Fundamentals’ Category

All Time Record Rates & How To Interpret Headlines

Here’s five weeks of declining rates from the same source mass media uses.

Sloooow Growth Drives Rates Lower Still

Comments on today’s data: Housing starts, mortgage applications, industrial production

Cue Thursday’s Record Rate Headlines Now

Tables, charts, commentary on Homebuilder Confidence, CPI, Retail Sales, Empire Manufacturing.

Inflation Contained. Consumers More Confident. Record Rates.

Rates still holding near record lows.

Upward Rate Bias After 30yr Auction, Jobless Claims

Rates are trying to hold record lows today.

Flat Fundamantals + EU Angst = Lower Rates

Today’s mortgage application and wholesale inventory data.

Small Business Optimism Up. Chain Store Sales Down.

Treasury prices are up (yields down) today on renewed angst about Greece.

Rates Hold On Better Jobless Claims, Worse ISM Services

Rundown of today’s data. BLS Jobs Report tomorrow. Expectations so low that only sub-100k will rally MBS and Treasuries.

Rates Improve On Smallest ADP Jobs Growth In 7mo, Weak Europe Manufacturing

Rates holding near record lows after ADP jobs, bad European PMI.

Rates Up Slightly On Manufacturing Streak

Roundup today’s data: ISM Manufacturing, Construction Spending, ICSC and Redbook retail.

 
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