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News for: Bond Markets
Showing 217 - 240 of 242 results
May 20, 2025 7:00 AM
— Bond Markets
Budget Battle Hitting Bonds Amid Empty Calendar
The bond market is experiencing movement cues from sources other than economic data, such as corporate bond issuance and budget battle news. Bonds are protesting a lack of fiscal restraint and are concerned about potential higher Treasury issuance.
May 19, 2025 2:01 PM
— Bond Markets
(Un)Surprising Reversal After Initial Weakness
The market initially had a knee-jerk reaction to Moody's US credit rating downgrade, leading to sharp losses in stocks and bonds. However, the overall impact was limited as other rating agencies had already downgraded the US credit rating. Bonds ended the day weaker compared to the previous week but stronger compared to immediately after the Moody's news.
May 17, 2025 5:02 AM
— Bond Markets
Moody's Pulls Pin And Walks Away With 10 Minutes Left to Trade
Bonds started the day stronger, but began to sell off after an inflation expectations reading from 1981. Moody's downgraded the US credit rating near the end of the day, leading to some last-minute selling before the 5pm cut-off.
May 15, 2025 3:00 PM
— Bond Markets
Today's Gains Help Us Understand Yesterday's Losses
The bond market saw a rally following Powell's speech, with speculation that potential updates to the inflation framework might have caused nervousness among investors. Despite modest gains earlier in the day, both MBS and the 10yr yield were down by the end of the day.
May 15, 2025 7:00 AM
— Bond Markets
A No Whammies Rally For Bonds After Data and Powell
Today's market action is helping to explain yesterday's sell-off, with retail sales' control group below expectations. Powell's speech at the policy framework conference led to bigger moves and higher volume, possibly due to concerns about a shift towards tolerating higher policy rates. The market has almost completely reversed yesterday's weakness, but yields are bouncing before completing the jo... more
May 14, 2025 3:00 PM
— Bond Markets
Another Just Because Sell Off
The article discusses recent sell-offs in the bond market with no clear catalysts, forcing market watchers to come up with narratives to explain the situation. One possible reason for the sell-off could be a broad rotation out of bonds and into stocks. Mortgage-backed securities (MBS) are down, and 10-year Treasury rates are up, indicating higher mortgage rates for consumers. The article suggests ... more
May 14, 2025 12:00 PM
— Bond Markets
Where is The Next Move Coming From?
There have been recent changes in bond market rules due to tariff policy, leading to more adjustments than usual. The trade war de-escalation has boosted stocks but hurt bonds. Market optimism/fear regarding trade policy is influencing the bond market. Data still matters, but its impact is being analyzed alongside trade policy developments.
May 13, 2025 3:00 PM
— Bond Markets
Bonds End Almost Perfectly Flat
The article discusses how bond rates were almost perfectly flat for the day, with some mild volatility in the morning. Despite lower than expected inflation, bonds lost ground due to other factors like risk-on trading and tariff headlines from China. Mortgage-backed securities (MBS) were up slightly, while 10-year bond rates were slightly down. There was a decent late bounce, but overall rates rem... more
May 13, 2025 8:00 AM
— Bond Markets
Stock Gains Creating Bond Pain After Flat Response to CPI
The article discusses how the latest Consumer Price Index (CPI) data had a minimal impact on bond markets, as the results were close to consensus expectations. Despite a slight increase in core CPI, bond yields remained flat. The article also mentions that positive tariff headlines from China led to a "risk-on" trade in the market. Overall, the article suggests that mortgage rates may not see sign... more
May 12, 2025 3:00 PM
— Bond Markets
Is All News Bad News For Bonds? Will CPI Matter?
The article discusses how recent news, such as changes in tariffs, are impacting bond markets. The US/China tariff pause is causing uncertainty and potential upward pressure on mortgage rates. The lack of finality in the situation means that it will take time to understand the full impact on rates. The bounce in stocks suggests that there may be unwinding of previous risk-off trades. Overall, mort... more
May 10, 2025 3:00 AM
— Bond Markets
Lots of Fed Speakers, But The Focus is on China
The article mentions that the market is awaiting news from US/China trade talks, with speculation on how tariffs could impact bonds and mortgage rates. The bond market's reaction function is unclear, as investors have different priorities. The article suggests that different investors will react differently to news about tariffs, which could impact mortgage rates and home buyers.
May 10, 2025 3:00 AM
— Bond Markets
Flat Friday, But Volatility Risks Remain
The article discusses the volatility in the bond market on Friday, with movements impacted by comments from a Swiss finance minister on US/China trade talks. Despite the slight movements, the article highlights the low odds of a trade resolution. Mortgage rates were mostly flat throughout the day, with MBS up slightly and 10yr yields fluctuating. Home buyers may need to pay attention to upcoming i... more
May 8, 2025 3:00 PM
— Bond Markets
Surprisingly Big Sell Off Relative to The Inspiration
The article discusses a sharp sell-off in bonds due to a UK/US trade deal, which could raise tariffs and increase inflation. This could potentially lead to higher mortgage rates, impacting home buyers. Bond prices dropped throughout the day, with MBS down 6 ticks and 10yr up 4.6bps at the weakest levels in the morning. The auction further weakened bonds, with MBS down 3/8ths and 10yr up 10bps. Ove... more
May 8, 2025 12:00 PM
— Bond Markets
Slow Start, Two-Way Trading After Data
Bonds initially lost ground after the release of jobless claims and labor costs data, but then rallied with 10-year yields dropping almost 4 basis points. The 30-year bond auction at 1pm ET is the only other relevant event scheduled. Trade-related headlines could also impact market movement. Overall, mortgage rates are likely to remain stable for home buyers in the near term.
May 6, 2025 8:00 AM
— Bond Markets
2-Way Trading, Slightly Weaker Start
The article discusses how bond yields have been fluctuating, with a gradual rally in the morning leading to modest strength by 9am ET. The focus is on German political developments, particularly the election of Chancellor Merz. This has had an impact on German bunds and US Treasuries, with the latter finding a supportive ceiling. Mortgage rates are likely to be influenced by these movements in bon... more
May 5, 2025 3:00 PM
— Bond Markets
Selling Spree Continues, But Gently
The article discusses bond trading and how traders were focused on the ISM Services Index. The index moved slightly higher and did not provide enough fuel for bond bulls, leading to a three-day selling spree. This caused 10-year yields to rise above the 4.34 technical level. Mortgage-backed securities were down slightly and 10-year yields were up, indicating an increase in mortgage rates. This wou... more
May 3, 2025 11:00 AM
— Bond Markets
Data Dependence is Back, But Not in A Fun Way
The article discusses the return of data dependence in the bond market, with economic data influencing bond yields. Recent data has been better than expected, leading to higher yields and stock prices. Mortgage-backed securities have experienced selling and weakness, with mortgage rates increasing. This could impact home buyers by making mortgages more expensive.
May 2, 2025 7:00 AM
— Bond Markets
Reasonably Strong Jobs Report. Reasonably Weak Reaction in Bonds
The article discusses how the bond market has reacted to the latest jobs numbers, with a stronger than expected report leading to a sell-off in bonds. This has pushed mortgage rates higher, impacting home buyers. Despite the positive jobs data, the economy is not necessarily sliding towards a recession, but the impact on mortgage rates is a concern for potential home buyers. Bond yields are expect... more
May 1, 2025 2:24 PM
— Bond Markets
Bonds Brace For More Data-Driven Volatility
Today's ISM Manufacturing data had an impact on bonds, with the market reacting to the uncertainty in economic data. MBS and 10yr yields fluctuated throughout the day in response to the data.
May 1, 2025 9:00 AM
— Bond Markets
ISM Manufacturing Data Surprises Bonds (Not in a Good Way)
The article discusses recent economic data and its impact on bond and mortgage rates. The S&P Manufacturing PMI data hinted at a market response to economic data after weeks of tariff headlines dominating. The ISM PMI data release was hotly anticipated but did not show the same jump as the S&P version. However, all other components moved higher and beat expectations, causing bonds to react negativ... more
Apr 30, 2025 1:50 PM
— Bond Markets
Action Packed Calendar But No Major Action in Bonds
The article discusses the economic calendar for the day, focusing on GDP, inflation, Treasury issuance, and pending home sales. It notes that while there was a surge in imports affecting GDP, domestic consumption remained normal. Despite some volatility in trading, bonds ended the day almost unchanged. Mortgage-backed securities (MBS) and the 10-year Treasury yield saw some fluctuations throughout... more
Apr 30, 2025 3:50 AM
— Bond Markets
Bonds Erase Overnight Weakness With Help From Tariff Talk and Data
The article discusses bond market activity, with bonds being slightly weaker overnight but reversing in early trading. The White House's comment about Amazon listing tariff impacts caused selling in stocks and buying in bonds, leading to gains for both. The 10am economic data did not have a significant impact on the market. The article suggests that mortgage rates may be affected by this activity,... more
Apr 29, 2025 2:38 PM
— Bond Markets
Trading Range Restored. Big Data on Deck
The article discusses the trading range of mortgage rates, which have been gradually improving and returning to a lower boundary. White House comments on Amazon impacted stocks early on but markets bounced back. Economic data helped bonds maintain or increase gains. The article suggests that data over the next few days will be important and volatility may increase. Mortgage rates have been modestl... more
Apr 29, 2025 9:38 AM
— Bond Markets
No Whammies in Treasury Borrowing Estimate
The article discusses the Treasury borrowing estimates and how they have impacted bonds and mortgage rates. Despite potentially alarming numbers, the increase is due to accounting and not reflective of a significant change in spending or revenue. The bond market reacted favorably to the news, with yields moving lower. This could mean good news for home buyers as mortgage rates may decrease as well... more
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The mortgage rates displayed on this site are collected daily from publicly available sources provided by more than 600 lenders. Mortgage-Rates.ai does not receive compensation for listing these rates, and all rates are presented as published by the respective lenders. While every effort is made to ensure accuracy, the information may contain errors or omissions. Mortgage rates are highly dependent on an individual’s financial circumstances, credit profile, loan terms, and other factors. As such, the rates you are quoted directly by a lender may differ materially from the rates displayed here.
Users should contact lenders directly to obtain formal, binding loan offers. If you identify any discrepancies in the data or would like to have your institution’s rates included, please contact us at content@mortgage-rates.ai
All logos, trademarks, and brand names appearing on this website are the property of their respective owners.