Slightly Stronger But There's a Catch

Дата публикации: 09-07-2026 20:11:09

Slightly Stronger But There's a Catch


Bonds had a decent day with MBS up more than a quarter point and 10yr yields down 3bps to 4.54+.  While that adds some emphasis to the rejection of a technical breakout above 4.59%, we can't really conclude that it happened for any bond-specific reasons. In fact, we're forced to conclude that bonds are on auto-pilot for the most part and that oil prices are the key input for now. As was the case in June, we know this correlation isn't permanent, but it's been highly reliable during this resurgence of U.S./Iran tensions.




Econ Data / Events





Jobless Claims (Jul)/04

215.0K vs 218K f'cast, 215K prev








Market Movement Recap



09:21 AM Fairly flat overnight and just a hair stronger now. MBS up 2 ticks (.06) and 10yr down just under 1bp at 4.566



12:35 PM Additional gains, still correlated with oil prices. MBS up 9 ticks (.28) and 10yr down 3bps at 4.543



03:35 PM Off best levels, but still stronger. MBS up 11 ticks (.34) and 10yr down 3bps at 4.543

Схожие новости

#	Наименование новости	Тональность	Информативность	Дата публикации
1	Some Bond-Specific Weakness in The Afternoon	0	5	10-07-2026
2	Solid Data-Driven Gains	0	15.48	13-08-2026
3	Oil and Yields Starting Out Slightly Lower	0	3	09-07-2026
4	Empty Calendar Leaves Focus on War Headlines	0	5	10-07-2026
5	India bonds fall as Middle East escalation drives oil above $90	-2	6	21-07-2026
6	Rates Recover Modestly	1	5	09-07-2026
7	Mortgage Rates End Week Roughly Unchanged	0	5	10-07-2026
8	India bonds consolidate as traders seek fresh cues	0	7.06	13-08-2026
9	Indian bond bias stays positive, debt auction demand in focus	0	9.6	14-08-2026
10	10-year Treasury yield is little changed as traders weigh new U.S. inflation data	0	7	31-07-2025

Классификация: Экономика. Схожих патентов: 0. Схожих новостей: 10. Тональность: 0. Информативность: 5. Источник: www.mortgagenewsdaily.com.