Archive for the ‘Uncategorized’ Category

FICO: Americans More Likely to Default on Mortgages than Credit Cards

Wednesday, March 10th, 2010

Posted To: MND NewsWireAmerican consumers are now defaulting on their mortgages in even greater numbers than they are walking away from credit card debt. According to FICO's® Score Trends Service, this is a phenomenon that is historically unique. FICO said the mortgage default risk for consumers with high FICO scores ...

MBS LUNCH: 10 Year Treasury Auction Results and Reactions

Wednesday, March 10th, 2010

Posted To: MBS Commentary10 year auction has impressive demand, but at higher rates. 3.45 Bid To Cover, but 3.735 % high yield with 70.94% of the bids at high yield MBS and Treasuries both slightly better on the announcement 4.5's are now down only 2 ticks on the day at ...

Loan Demand Stagnates. Only One Bright Spot in the Production Slowdown

Wednesday, March 10th, 2010

Posted To: MND NewsWireThe Mortgage Bankers Association (MBA) today released its Weekly Mortgage Applications Survey for the week ending March 5, 2010. The survey covers over 50 percent of all US residential mortgage loan applications taken by mortgage bankers, commercial banks, and thrifts. The data gives economists a look into ...

MBS MORNING: Losing Ground As Benchmarks Back Up

Wednesday, March 10th, 2010

Posted To: MBS Commentary4.5 MBS down 6 ticks to 100-26 10yr Tsy about 5bps higher at 3.743 (vs. 5pm yesterday) Wholesale Trade Improves from -.8% to -.2%, but misses expectation of +.2%, no one cares Pre-Auction Concession + range dynamics weigh on 10's, MBS follow The movements in bonds this ...

Underwriters: Loan Quality Still in Need of Improvement; Interesting FICO Score Data; Will the Fed sell their MBS Holdings?

Wednesday, March 10th, 2010

Posted To: Pipeline PressAt the last company Christmas party, loan agents lined up on one side of the room and the underwriters on the other side. The loan agents throw fire cracker at the underwriters...and the underwriters lit them and threw them back. A long-time underwriter wrote to me and ...

MBS OPEN: Rates Ticking Higher Just Because They Can

Wednesday, March 10th, 2010

Posted To: MBS CommentaryGood Morning. I've had some great coaches in my lifetime...none better than my high school/juniors hockey skipper. Many of the messages he bestowed upon me have carried over from the locker room into my professional life. One of my favorites is the K.I.S.S principle. KEEP IT SIMPLE ...

The Day Ahead: Inventories, Budget Statement, Treasury Auction

Wednesday, March 10th, 2010

Posted To: MND NewsWireInvestors this morning await the first real data to be released this week. But wholesale trade inventories isn’t a major market mover, nor is the afternoon’s budget statement, so it could be a quiet day if investors prefer to postpone trading until retail sales figures hit the ...

Explaining The MBS Settlement Process

Tuesday, March 9th, 2010

Posted To: MBS Commentary10yr Notes progressively improved into the PM , ending 5 ticks better on the day with a yield of 3.70. MBS fought off much of the AM weakness in tsy's, and rallied just as well into the PM, reaching 101-15 at 4pm. But then we ended 4 ...

Commercial and Multifamily Mortgages Outperforming Overall Bank Holdings

Tuesday, March 9th, 2010

Posted To: MND NewsWireCommercial and multifamily mortgages continue to have the lowest rates of charge-offs of any loan types at banks and thrifts and perform better than the overall loan portfolios at those institutions according to the Mortgage Bankers Association (MBA). In response to what it referred to as a ...

HUD Enforcing Job Creation Requirements for State and Local Governments

Tuesday, March 9th, 2010

Posted To: MND NewsWireThe Department of Housing and Urban Development (HUD) has released the results of the first stage of its increased oversight and enforcement of job creation requirements under Section 3 of the Housing and Urban Development Act of 1968. In a press release on Monday HUD said that ...