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Good Afternoon on this best day of the week, Wednesday, So sorry for the late post. The silver lining is we don’t have to guess what will happen throughout the…

Good Tuesday AM, CPI was today’s main event. It was a bit weaker than expected and markets are reacting well to it. The 10-yr back below 1.30 which is a…

Good Monday AM, Bonds are up again this morning. Not a lot, but what is important is the bounce that mortgage bonds have taken since testing the bottom of the…

Good Friday AM, Bonds are starting the day in moderately weaker territory.  Maybe it’s more Fed speak about the fed taper (if and when) In so doing, 10-yr yields are…