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.

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

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

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 ...

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

Tariff volatility giveth and taketh from interest rates.  Up until Friday afternoon, it's been mostly "giveth-ing."  In other ...

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

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

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

Many people told Beethoven that he would never be a musician because he was deaf. Did he listen?” This week hundreds of ...

The Mortgage Bankers Association (MBA) released the latest mortgage application data this week showing a modest 1.6% decrease ...