The Reasons May be Esoteric, But The Selling is Real Bonds sold off today, in spite of a very bond-friendly CPI. One reason for that is the market's assumption that it will need to wait and see what ...

This article is not intended to report on the weekly Freddie Mac rate survey, but we'll have to reference it in order to ...

It feels very odd to label a report like CPI as "irrelevant," and to be fair, traders were still paying some attention, but the trading response, in general, makes it clear that the current focus is ...

There are actually too many relevant considerations for bond market movement to attempt to put them all in one headline.

For anyone remotely tuned into financial news, it will come as no surprise that this has been a crazy week and today has been ...

How ‘bout some good news? Last week’s apps skyrocketed, and… Builders are sitting on a pile of unsold homes and are slashing ...

MBS are down the better part of a point and 10yr yields are up 14+ bps at 4.44%.  Another huge loss that leaves market ...

Explaining Monday's Wild Ride in The Bond Market It was an extremely volatile, frustrating, and downright weird trading day ...

Despite today being "jobs report Friday," and despite the jobs report perennially having the power to cause big volatility ...

Heavy Losses as Bonds Brace For Tougher Times This morning's commentary suggested that "liberation day volatility has come ...

While no one can be sure exactly how things will pan out in the long run, the market is currently expressing extreme ...

Despite a big risk-off move (stocks and yields lower) to start the overnight session, markets gradually unwound that trade ...