In-Range Volatility on Tariff Headlines, But Broadly Sideways If you are following along with intraday market movement and ...
We know that mortgage rates are driven by financial markets and we know that financial markets have experienced volatility ...
As we discussed heading into the weekend (and the likely official tariff announcement), the only recent, conclusive track ...
Bonds were weaker overnight as markets calmed down a bit after yesterday's DeepSeek frenzy. The 8:20am CME open brought in just a bit of buying, but there's been better selling since the 8:30am ...
Interest rates are driven by the bond market and bonds are at their best levels in over a month. As such, it's no surprise ...
Here in Las Vegas, I asked a German girl if Germans are afraid of numbers. She said 9. Numbers are interesting, as we will ...
For all of the news that seems to be highly likely to cause volatility for rates, the market reaction ended up playing out on ...
This morning's PCE inflation data was in line with expectations with the annual core PCE price index coming in at 2.8% and ...
Bonds rallied in overnight trading. The move was exceptionally linear, without any obvious regard for movement in equities or European bonds. Yields were at session lows ahead of the 8:30am data ...
Did you ever notice that when you put the two words "The" and "IRS" together, it spells "Theirs"? The impact of taxes and tax ...
The relevance of economic data increased this morning with the release of Q4 GDP and Jobless Claims. Neither were good for rates although neither were especially bad. Right after the data, the ...