----------------------- Khomeini 1979. Cruel Iran always has the time.Khomeini took power in 1979 from the Shah. Instability in the Middle East is constant. What happens as the War against Hamas takes months? What happens with Iranian-backed Hezbollah fighting in the north? Will Oil continue to rise? Will Iran challenge Biden’s weakness as … [Read more...]
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10-16-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
Show notes: TMSpotlight: 10.16.23 Rewind to "1979" ------------------------------ Khomeini 1979. Cruel Iran always has the time.Khomeini took power in 1979 from the Shah. Instability in the Middle East is constant. What happens as the War against Hamas takes months? What happens with Iranian-backed Hezbollah fighting in the north? Will … [Read more...]
10-09-2023 Will The Terrorist War Move Bears “Down Under?”
----------------------- Traveling in a fried-out Bear Trend On a steeper trail makes bears like zombiesBiden enables Iran to make billions on Oil by not enforcing sanctions, which fuels inflation in the US and finances acts of hate towards Israel. Will the newest Terrorist War spark flight to liquidity or impatience to wait for more … [Read more...]
10-02-2023 Speed and Curves Often Cause A “Crash”
----------------------- Steepening goes too fast. So MBS’ gonna Crash.Higher rates in the long end than the short end annoyed mortgages. Prices fell, and coupon stack decompressed, confusing everyone from borrowers to hedgers with speeds and curves.Will last week mark the death of the bears? The 4.96 barrier to the 10 yr yield looks … [Read more...]
10-09-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
Show notes: TMSpotlight: 10.09.23 Will The Terrorist War Move Bears "Down Under?" ------------------------------- Traveling in a fried-out Bear TrendOn a steeper trail makes bears like zombiesBiden enables Iran to make billions on Oil by not enforcing sanctions, which fuels inflation in the US and finances acts of hate towards Israel. Will … [Read more...]
10-02-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
Show notes: TMSpotlight: 10.02.23 Speed and Curves Often Cause A "Crash" --------------------------- Steepening goes too fast. So MBS’ gonna Crash.Higher rates in the long end than the short end annoyed mortgages. Prices fell, and coupon stack decompressed, confusing everyone from borrowers to hedgers with speeds and curves.Will last … [Read more...]
09-25-2023 “Nevermore” Timing is Everything
----------------------- Listen to Fed’s freeze, whispers sell Bonds, please. Don't send bears to the path of Nevermore. While Bonds nodded, nearly napping, suddenly there came a tapping, As of some Bears gently rapping, rapping at resistance’s door. “’Tis some wanderer,” Notes muttered, “tapping at resistance’s door—Only this and nothing … [Read more...]
09-18-2023 Bonds are “Looking Through You”
----------------------- Fed’s not the same.Fed’s lips are moving. Bonds cannot hear. Jay’s voice is hounding markets with one of these days markets POW to the moon. The Fed wants the long end to not jump the gun while it jumps the shark.It threatens another tightening to keep markets in line, but it only proves the Fed’s show is … [Read more...]
09-11-2023 Will There Be Crowing or “Dancing in the Moonlight”?
----------------------- Every trader here is out of sight. They will scalp, and they will bite. They keep things loose, Fed keeps things tight. Everybody was Dancin' in the Job’s light. The Bond bulls and bears dance to new news. What unexpected data will lead to crowing under a harvest moon? Will the bulls retest 4.11 in the 10 year … [Read more...]
09-04-2023 Decelerating US Economy, “War Pigs” Want Mayhem!
----------------------- Yield curve’s short end hides itself away. Fed only started the war. Despite the bearish trend, the Fed is stuck with one more tightening, if they dare. The Bond Bears move with no momentum or conviction.Each round of data adds more weight to a decelerating US economy. Ironically, the bears root for global growth … [Read more...]
08-28-2023 “I Saw The Sign” It Was High Tech
----------------------- Bonds saw The Sign, and it opened up their eyes. They saw The Sign. Bears are demanding without understanding.Another week brings another attack on recent high yields but with no breakthrough above the pre-financial crisis resistance of 4.40 to 5.35 in the 10 yr yield.Is growth Konjunktur or Wachstum? The first German … [Read more...]
09-18-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
Show notes: TMSpotlight: 9.18.23 Bonds are "Looking Through You" ----------------------- Fed’s not the same.Fed’s lips are moving. Bonds cannot hear. Jay’s voice is hounding markets with one of these days markets POW to the moon. The Fed wants the long end to not jump the gun while it jumps the shark.It threatens another tightening … [Read more...]
09-11-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
Show notes: TMSpotlight: 9.11.23 Will There Be Crowing or "Dancing in the Moonlight"? -------------------------- Every trader here is out of sight. They will scalp, and they will bite. They keep things loose, Fed keeps things tight. Everybody was Dancin' in the Job’s light. The Bond bulls and bears dance to new news. What unexpected data … [Read more...]
09-04-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
Show notes: TMSpotlight: 9.4.23 Decelerating US Economy, "War Pigs" Want Mayhem! ------------------------- Yield curve’s short end hides itself away. Fed only started the war.Despite the bearish trend, the Fed is stuck with one more tightening, if they dare. The Bond Bears move with no momentum or conviction.Each round of data adds more … [Read more...]
08-28-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
Show notes: TMSpotlight: 8.28.23 "I Saw The Sign" It Was High Tech ---------------------- Bonds saw The Sign, and it opened up their eyes. They saw The Sign. Bears are demanding without understanding.Another week brings another attack on recent high yields but with no breakthrough above the pre-financial crisis resistance of 4.40 to … [Read more...]
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