Slightly Weaker, But Much Stronger on The Week Friday was calm and sideways in the bigger picture. Sure, a 4+ bp increase in ...

Little has changed between yesterday's close and this morning's early trading. 10yr yields are still several bps under 5%.

Mortgage applications continued to decline even as mortgage rates finally moved lower. The Mortgage Bankers Association (MBA) ...

Wells Fargo Housing Market Index (HMI) dropped three points to 29 in October--its lowest level in 14 years. As per usual, ...

Residential construction failed to find even footing in September, with housing starts declining and single-family building ...

Tech Tanks and Bonds Pick Up The Slack What began with focus on funding concerns for Coreweave (and, to a lesser degree, a ...

Oil prices are up. Bond yields are down sharply. If this was early September, that wouldn't make sense. Bonds decoupled from ...

The bond market continues to decide who it wants to be in Q4, 2026--the harbinger of inflation concerns, debt issuance and ...

Tech Concerns Keeping Bonds in The Game There was some oil price volatility today that looked like it might line up with some ...

Last week's most notable development was a flight to safety in the bond market precipitated by concerns about a shift in tech ...

What's Up With Monday's Weakness? Bonds were moderately weaker on Monday and not in a way that was obviously connected to any ...

After dropping sharply over the past 5 days, mortgage rates finally reminded us that they're still capable of moving higher. Thankfully, today's bump was modest in the recent context, only adding 0.04 ...