Bonds Close Out Epic Week of Resilience With Friendly Data Friday was a logically friendly day thanks to slightly lower CPI.

Existing-home sales pulled back sharply in January, quickly dashing any hopes that December’s year-end rebound brought, as harsh winter weather and still-tight supply conditions weighed on activity.

Products, Services, and Software for Brokers and Lenders QC works as an early warning system, but it only creates value when findings are recognized, validated, and turned into action. As agency ...

CPI came in just a hair below forecasts at the headline level and right in line with forecasts at the core level (unrounded .295 vs .300). Shelter components continued lower with Owners' Equivalent ...

Here at San Diego’s MCT Exchange 2026, the hallway chatter is varied. These are capital markets personnel, so things are pragmatic. One topic is Freddie Mac’s earnings: $2.8 billion in income for the ...

The past 2 weeks have seen very little volatility for mortgage rates.  After being near 6% for a week in early January, rates ...

Yields Magically and Mysteriously Sink to Lowest Levels in 2 Months. At the 3pm CME close, 10yr yields were just over ...

Just one day after an incredibly strong jobs report--something that would normally create problematic upward momentum for ...

Nearly an hour after this morning's surprisingly strong jobs report, 10yr yields are only 4.4bps higher at 4.19%. On a normal ...

Mortgage rates moved 0.03% higher today. On almost any other day, this would be a bit of a bummer, but in today's case, it's a victory. There was a ton of potential volatility in the underlying bond ...

Stunning Resilience One could argue that our bar is set too low if we view today's bond market resilience as "stunning," but ...

Mortgage application activity was essentially flat last week, almost impressively so. After much recent volatility, the index ...