Mortgage Rates Decoded with Matthew Graham
Mortgage rates do not move on vibes, even when it feels that way. We sit down with Matthew Graham of MBS Live to sort the signal from the noise and explain why the bond market can shrug off some scary headlines yet react violently to a single strong data print. We talk through the biggest narratives competing for control of Treasury yields and MBS pricing: inflation, war-driven energy costs, deficit concerns, and why the deficit “number” matters less than the path investors expect from here.
We also challenge the way most of us are trained to watch the Federal Reserve. The Fed has one main…
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