Matt began as an originator in 2002. He fell in love with the idea of following MBS in real-time but felt that existing products were only scratching the surface. Thus was born MBS Live in 2007, the first-of-its-kind platform with real-time market data/analysis, and live chat with analysts, traders, and originators around the country. He is … [Read more...]
10-23-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
Show notes: TMSpotlight: 10.23.23 Fed Tightening? "Baby, One More Time" --------------------------------- Oh bully bearishOh, bully, bearish, how were we supposed to knowThe bully bears had the Fed in its corner. but now Chairman Powell says the higher for longer is predicated on data. Signs of the economy faltering will send the bears to the … [Read more...]
10-16-2023 Market Update with Matt Graham
Matt began as an originator in 2002. He fell in love with the idea of following MBS in real-time but felt that existing products were only scratching the surface. Thus was born MBS Live in 2007, the first-of-its-kind platform with real-time market data/analysis, and live chat with analysts, traders, and originators around the country. He is … [Read more...]
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...]
10-02-2023 Market Update with Matt Graham
Matt began as an originator in 2002. He fell in love with the idea of following MBS in real-time but felt that existing products were only scratching the surface. Thus was born MBS Live in 2007, the first-of-its-kind platform with real-time market data/analysis, and live chat with analysts, traders, and originators around the country. He is … [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 Market Update with Matt Graham
Matt began as an originator in 2002. He fell in love with the idea of following MBS in real-time but felt that existing products were only scratching the surface. Thus was born MBS Live in 2007, the first-of-its-kind platform with real-time market data/analysis, and live chat with analysts, traders, and originators around the country. He is … [Read more...]
09-18-2023 Market Update with Matt Graham
Matt began as an originator in 2002. He fell in love with the idea of following MBS in real-time but felt that existing products were only scratching the surface. Thus was born MBS Live in 2007, the first-of-its-kind platform with real-time market data/analysis, and live chat with analysts, traders, and originators around the country. He is … [Read more...]
09-11-2023 Market Update with Matt Graham
Matt began as an originator in 2002. He fell in love with the idea of following MBS in real-time but felt that existing products were only scratching the surface. Thus was born MBS Live in 2007, the first-of-its-kind platform with real-time market data/analysis, and live chat with analysts, traders, and originators around the country. He is … [Read more...]
08-28-2023 Market Update with Matt Graham
Matt began as an originator in 2002. He fell in love with the idea of following MBS in real-time but felt that existing products were only scratching the surface. Thus was born MBS Live in 2007, the first-of-its-kind platform with real-time market data/analysis, and live chat with analysts, traders, and originators around the country. He is … [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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