Show notes: TMSpotlight: 8.14.23 How's Your Appetite? "Eat the Rich" ----------------------------- Well, rates moved up last morningOn the wrong side of the tradeAnd now Bonds got to thinkin'About all those things Jay saidAbout rich MBS tradesAnd how they make apps sick.In Japan and Europe, inflation eased, tanking the Dollar and sinking Oil. … [Read more...]
08-07-2023 “On Melancholy Hill” May Lower Mortgage Rates
----------------------- Up on Melancholy Hill, There's a data tree. Are they here for bears or bulls? The curve believes that the Fed’s restrictive policy will constrain growth and choke off inflation. Interpreted data drive rates and yield spreads.As a result, Friday’s Job report gives the Bulls a reason to reverse the bear trend this … [Read more...]
08-07-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
Show notes: TMSpotlight: 8.07.23 "On Melancholy Hill" May Lower Mortgage Rates ------------------------------ Up on Melancholy Hill, There's a data tree. Are they here for bears or bulls?The curve believes that the Fed’s restrictive policy will constrain growth and choke off inflation. Interpreted data drive rates and yield spreads.As a … [Read more...]
07-31-2023 “Yogi Bear” Oops Boo Boo
----------------------- Chairman Powell is smarter than the average bear;Chairman Powell is always in the trader's hair.At the Banker’s Table, you will find him there,Stuffing down more data than the average bear.What happens to rates for the rest of the year? The Fed has set up the markets for disruptive moves based on data. If so, then which … [Read more...]
07-31-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
Show notes: TMSpotlight: 7.31.23 "Yogi Bear" Oops Boo Boo ---------------------- Chairman Powell is smarter than the average bear;Chairman Powell is always in the trader's hair.At the Banker’s Table, you will find him there,Stuffing down more data than the average bear.What happens to rates for the rest of the year? The Fed has set up the … [Read more...]
07-24-2023 Opposing Traffic Causes “Space Truckin” Congestion
----------------------- Well, we had a lot of luck with Bull Trends We always had a ball with Bears.We’re trading all the crazy curves. Is the Fed sending us to the MURKY Way. Recently two-way mechanical trading reduced the price market-makers charge to hedge, which brought order to mortgage pricing. Global economic and … [Read more...]
07-24-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
Show notes: TMSpotlight: 7.24.23 Opposing Traffic Causes "Space Truckin" Congestion -------------------------- Well, we had a lot of luck with Bull TrendsWe always had a ball with Bears.We’re trading all the crazy curves. Is the Fed sending us to the MURKY Way. Recently two-way mechanical trading reduced the price market-makers charge to … [Read more...]
07-17-2023 “Tom Sawyer” Will the 10 Yr Yield Be Adventure or Mishap?
----------------------- 7.17.23 "Tom Sawyer" Will the 10 Yr Yield Be Adventure or Mishap? Inflation warriorMean, old hawk.Today's Tom Sawyer Mean, new doveAre aggressive hikes gone? Last week, the market presumed Doves won as hawkish Jim Bullard resigned as St. Louis Fed President to lead Purdue’s School of Business. Buyers buy … [Read more...]
07-10-2023 Will the Economy “Rock & Roll” Into a Slowdown
----------------------- 7.10.23 Will the Economy "Rock & Roll" Into a Slowdown Uh, Uh, Flush Flush Ah. Finally, the bears reached our 10 yr yield target of 4.10. The bears ended the secular bull market in 2022, and all bull comebacks crashed. With many central banks tightening over 400 basis points in less than a year, when will the … [Read more...]
07-03-2023 Supreme Court Indicates Not Everything is “Black & White”
----------------------- 7.3.23 Supreme Court Indicates Not Everything is "Black & White" -------------------- The ink is black. The page is white. The court tells us to see no race.With the Supreme Court telling universities to value the individual, let’s hope the DEI activists see their folly and return to Color-blindness, Merit, Equal … [Read more...]
07-17-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
Show notes: TMSpotlight: 7.17.23 "Tom Sawyer" Will the 10 Yr Yield Be Adventure or Mishap? ---------------------------- Inflation warriorMean, old hawk.Today's Tom Sawyer Mean, new doveAre aggressive hikes gone? Last week, the market presumed Doves won as hawkish Jim Bullard resigned as St. Louis Fed President to lead Purdue’s School of … [Read more...]
07-10-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
Show notes: TMSpotlight: 7.10.23 Will the Economy "Rock & Roll" Into a Slowdown ------------------------- Uh, Uh, Flush Flush Ah.Finally, the bears reached our 10 yr yield target of 4.10. The bears ended the secular bull market in 2022, and all bull comebacks crashed. With many central banks tightening over 400 basis points in less … [Read more...]
07-03-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
Show notes: TMSpotlight: 7.3.23 Supreme Court Indicates Not Everything is "Black & White" -------------------- The ink is black. The page is white. The court tells us to see no race.With the Supreme Court telling universities to value the individual, let’s hope the DEI activists see their folly and return to Color-blindness, Merit, Equal … [Read more...]
06-26-2023 The Markets prepare for “The Launch”
----------------------- Get Ready for ShocksHints of stimulus in China caused Oil producing states to cut production and prepare for a global slump. As a result, the 10 yr yield slipped from 3.80. Get Ready for Lulls Near-term markets struggle with views on yield curves, currencies, and recessions resulting in erratic range … [Read more...]
06-26-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
Show notes: TMSpotlight: 6.26.23 The Markets Prepare for "The Launch" ----------------------- Get Ready for ShocksHints of stimulus in China caused Oil producing states to cut production and prepare for a global slump. As a result, the 10 yr yield slipped from 3.80. Get Ready for Lull Near-term markets struggle with views on yield … [Read more...]
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