WTMS Blog Today = What's up in Mortgage Today (PM) - 11/14/2025 Mortgage securities staged a mysterious rally at 7am this morning before surrendering most gains by noon. UMBS 5.0 coupons jumped 16 basis points [...]
WTMS Blog Today = What's up in Mortgage Today (AM) - 11/14/2025 Markets delivered a mysterious rally at 7am this morning after an otherwise flat overnight session. MBS gained 16 basis points and the 10-year [...]
WTMS Blog Today = What's up in Mortgage Today (PM) - 11/13/2025 Don't get excited about the government shutdown ending - that was already priced into markets by mid-November. MBS securities are showing weakness today [...]
Ok, so we are talking about 50 yr mortgages?! There is a great Thomas Sowell quote: "In this world there are no solutions, only trade-offs." So let's look at it from that perspective. [...]
WTMS Blog Today = What's up in Mortgage Today (AM) - 11/13/2025 The government shutdown is finally over, but don't celebrate just yet. Markets are treating the reopening with a shrug since everyone saw this [...]
WTMS Blog Today = What's up in Mortgage Today (PM) - 11/12/2025 ADP's weekly employment report shocked markets this morning, showing an 11,000 job loss average in October. This new data source has quickly become [...]
WTMS Blog Today = What's up in Mortgage Today (AM) - 11/12/2025 Bonds opened stronger this morning, riding exclusively on yesterday's ADP weekly jobs data showing 11,000 job losses. ADP has been publishing monthly payroll [...]
WTMS Blog Today = What's up in Mortgage Today (AM) - 11/11/2025 Government shutdown optimism drove Treasury yields higher overnight as investors anticipate Senate action this week. UMBS 30-year securities fell across all coupons, with [...]