MBS Day Ahead: Should You Believe Experts on Bonds vs Stocks?


Posted To: MBS Commentary

Granted, my commentary is decidedly focused on bond markets–particularly as they impact MBS and the mortgage market. Over the years, I've seen that it usually doesn't make too much sense to bring stocks into the equation. While I do occasionally post charts that include stocks, that's usually because it's a hot topic and people are interested in it. I tend not to try to understand equities markets through my fairly bond-market-specific lens. People with stock-focused lenses tend not to extend bonds the same courtesy. You can't swing a dead cat without hitting a news story about bond yields hurting the stock market over the past week (apologies to cat lovers… it was just a fake cat. None were harmed in the writing of this analysis…). Granted, the upper pane of the chart…(read more)

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