MBS MARKET COMMENTARY

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Examples of Mortgage Capital Trading Daily Market Commentary

When you subscribe to the MBS market commentary, you will receive email updates on the most up to date insights, custom written by our team of mortgage experts. This daily commentary is a quick and digestible insight into our perspective of recent events, rate changes, presentations, and understanding of the MBS market today

Previous Weekly MBS Market Commentaries

Read our most recent weekly mortgage market commentary articles, and take a glimpse of our previous commentaries. Sign up for the MBS daily commentary by joining our newsletter above.  

The MCT Review: Market Commentary Week of January 24

Are We in for a Housing Market Correction? The start of 2022 has seen market corrections in risk assets, which has led to murmurs of a potential correction in home prices as the Federal Reserve’s tapering of asset purchases leads to higher mortgage rates. Housing prices have risen dramatically (nearly 20% nationwide, per Case Shiller and FHFA) over the past year, and even if many people feel that meteoric rise makes conditions ripe for a bubble, a closer look reveals that is not necessarily the case.

The MCT Review: Market Commentary Week of January 10

What to Watch in 2022. As traders return to action and open 2022, it is to a market dominated by increasing (milder?) COVID infections under the shade of inflation and tightening by the Fed. The last two years have shown that changes in COVID infections shift the economy, though each successive wave of infections has led to milder economic slowdowns.

MBS Weekly Market Commentary Week Ending 4/16/2021

Long-term 30-year yields have fallen to 2.27%, the 10-year is currently yielding 1.583%, and the Fannie Mae 30-year current-coupon spread to the 5/10-year blend tightened to +66. Also of note, the US MBS index option-adjusted spread hit its tightest level in over a decade on Wednesday, closing at 7bps.

MBS Weekly Market Commentary Week Ending 4/9/2021

Long-term 30-year yields have fallen to 2.333%, the 10-year is currently yielding 1.662%, and the Fannie Mae 30-year current-coupon spread to the 5/10-year blend tightened 2 basis points to +68. The spread has tightened to its lowest in almost two months.

MBS Weekly Market Commentary Week Ending 3/19/2021

Long-term 30-year yields have risen to 2.405%, the 10-year is currently yielding 1.695%, and the Fannie Mae 30-year current-coupon spread to the 5/10-year blend widened to +80. Treasury yields continue to rise to their highest levels in over 12 months.