Incidental Weakness. Bigger Considerations on The Horizon

Incidental Weakness. Bigger Considerations on The Horizon Without any data or compelling market movers, bonds came into the day light on inspiration. Low volume/liquidity left the door open for any determined traders to have a bigger-than-normal influence on the market. That arguably happened between 9am and 10:30am ET with both stocks and bonds losing ground simultaneously. This coincided perfectly with an uptick in Fed rate hike expectations seen via near-term Fed Funds Futures. Market Movement Recap 08:34 AM Sideways to slightly stronger overnight. MBS up 1 tick (.03) and 10yr down half a bp at 4.697. 10:34 AM MBS down an eighth and 10yr up 2.7bps at 4.728 01:47 PM MBS down 5 ticks (.16) and 10yr up 3.9bps at 4.741
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