Mortgage Today 05/15/24: UMBS Climbs as CPI Meets Expectations, Retail Sales Dip Fuels Bond Rally
UMBS are up 24 bps in the first hour of trading! I would say "3 days in a row", if I didn't want to jinx it. S&P Futures flat. CPI y/y rose 3.4%; [...]
Mortgage Today 05/14/24: UMBS Rises Amid Surging PPI and Market Speculation on Fed Moves
UMBS opened up 14 bps after the first hour of trading. S&P futures pretty flat. Core m/m PPI = 0.5 vs 0.2 f'cast last month revised to -0.1 from +0.2 Annual core PPI [...]
Getting Things Done Explained – Part 5
???? My reading notes for getting things done - Part 5. The Projects List is not meant to hold plans or details about your projects themselves, nor should you try to keep it [...]
Getting Things Done Explained – Part 4
???? My reading notes for getting things done Part 4. GTD is now shorthand for an entire way of approaching professional and personal tasks, and has spawned an entire culture of organizational tools, [...]
Mortgage Today 05/07/24: UMBS Gain Amid Rate Cut Optimism and Robust Home Equity Growth
UMBS opened Tuesday up 14 bps. Stock futures flat US equity futures pointed to a pause for Wall Street’s rally fueled by optimism that the Federal Reserve will start cutting interest rates this [...]
Getting Things Done Explained – Part 3
???? My reading notes for getting things done - Part 3. GTD is now shorthand for an entire way of approaching professional and personal tasks, and has spawned an entire culture of organizational [...]
Mortgage Today 05/06/24: UMBS Slip Amid Fed Commentary and ISM Services Contraction
UMBS were up 3 bps, on the open. Stocks up 21.5 The week ahead is pretty data-light, although we will get a lot of Fed-speak. The main number will be consumer sentiment on [...]
Getting Things Done Explained – Part 2
???? My reading notes for getting things done - part 2. Creating relevant placeholding notes, for example, purge and process boat storage shed, and deal with hall closet. Reasons to gather everything before [...]