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| General Selling Spree Continues | ||
| 3/11/2026 4:10 PM | ||
| General Selling Spree Continues It hasn"t exactly been perfectly linear, but the month of March has generally been a one-way trade for the bond market. In less than 2 weeks, 10yr yields are up from 3.95 to 4.22+ without any provocation from econ data. Today was another example as CPI came in right in line w...Read More | ||
| Highest Rates in More Than a Month | ||
| 3/11/2026 3:13 PM | ||
| Mortgage rates moved higher on Wednesday despite only a modest increase in oil prices. The latter is currently a part of any conversation about interest rates as higher energy costs have fueled inflation expectations. Higher inflation begets higher rates, all else equal. But rates take other cues, or course. One key consideration is that of "suppl...Read More | ||
| Fraud Guard, Capital Markets Data, QC, POS Products; PHH and OptiFunder News; Non-Agency | ||
| 3/11/2026 9:12 AM | ||
| Technology is a two-edged sword. Have you ever heard of “surveillance pricing?” “Big brother” knows a lot about you. Ridesharing companies like Uber, for instance, can charge users more when they have lower battery life on their phone. “Democrats in Pennsylvania have introduced a bill that would stop retailers from changing the price of essential g...Read More | ||
| Overnight Weakness, Limited CPI Impact, MBS Outperformance | ||
| 3/11/2026 8:36 AM | ||
| There was a very high bar for today"s CPI to cause any serious market reaction due to all the new inflationary impulses that may be created by record volatility in energy markets that hasn"t yet made it into the official data. In other words, CPI is a time capsule for a bygone era and the market is already trading the implications on future inflati...Read More | ||
| Afternoon Weakness in Bonds Despite Lower Oil Prices. Will CPI Matter? | ||
| 3/10/2026 3:21 PM | ||
| Afternoon Weakness in Bonds Despite Lower Oil Prices. Will CPI Matter? Days like today are a problem for a "set it and forget it" mentality when it comes to energy prices and the bond market. On many occasions since the beginning of last week, the correlation between oil prices and bond yields has been plai...Read More | ||
| Mortgage Rates Sideways to Slightly Lower | ||
| 3/10/2026 2:38 PM | ||
| Today"s mortgage rates are lower when compared to yesterday"s average prior to 4pm ET. Later in the afternoon, multiple lenders announced improvements as the bond market rallied in response to geopolitical headlines. If we use those later, lower rates as a baseline, today"s average is roughly unchanged. There were no major economic reports today--...Read More | ||
| BBYS, Trigger Lead, Document Generation, AI Rollout Tools; Pennymac"s Spector on Strategy | ||
| 3/10/2026 9:48 AM | ||
| Products, Services, and Software for Brokers and Lenders What if the biggest driver of servicing costs isn’t your volume, staffing, or vendor stack… but the gaps between them? Clarifire’s new blog, “What’s Really Driving Cost Per Loan in Servicing?” explores a hidden operational challenge many servicing leaders face: systems that are technically ...Read More | ||
| Starting Out Weaker vs 5pm or Stronger vs 3pm | ||
| 3/10/2026 8:07 AM | ||
| One major milestone in anyone"s market-watching journey is when they learn that "the close" (close of business, closing bell, etc.) means different things to different people. If we consider electronic futures trading or cash trading in overseas markets, bonds are only really closed for 2 hours a day anyway. But the market needs a standardize...Read More | ||
| Big Round Trip in Oil Prices and Bond Yields | ||
| 3/9/2026 1:55 PM | ||
| Big Round Trip in Oil Prices and Bond Yields There was no denying the spillover from oil price volatility to the bond market this morning, even if it took quite a lot of the former to move the latter. At its apex, the oil surge was the largest daily move on record at over $26/bbl (just over a 28% jump). Thi...Read More | ||
| Mortgage Rates Finish Flat After Starting Higher | ||
| 3/9/2026 1:24 PM | ||
| Mortgage rates began the day at the highest levels in a month. The move up versus Friday was only moderate, but Friday"s levels were already fairly close to early Feb"s highs. Oil prices continue putting upward pressure on rates, but with several caveats. It takes quite a big move in oil to motivate enough movement in the bond market to impact mor...Read More | ||