Solid Data-Driven Gains
Thursday was a fairly straightforward session for bonds. Yields fell modestly overnight in response to slightly lower oil prices and then more forcefully after the cooler-than-expected PPI data. Mid-day fuel price volatility caused a slight pull-back, but not enough to undo a reasonably robust rally by the close. If there's a "yeah but," it's that yields remain broadly sideways near long-term highs and were unable to challenge last week's lows.
Econ Data / Events
Core PPI m/m (Jul)
0.2% vs 0.3% f'cast, 0.2% prev
Core PPI y/y (Jul)
4.2% vs 4.2% f'cast, 4.7% prev
Jobless Claims (Aug)/08
209K vs 202K f'cast, 199K prev
PPI m/m (Jul)
-- vs 0.2% f'cast, -0.3% prev
PPI y/y (Jul)
4.7% vs 4.9% f'cast, 5.5% prev
Market Movement Recap
08:36 AM Moderately stronger overnight and no whammies after PPI. MBS up an eighth and 10yr down 3bps at 4.666
12:55 PM Off best levels, but still up 10 ticks (.31) in MBS, and 10yr down 5.3bps at 4.644
03:55 PM flat this afternoon. MBS up 10 ticks (.31) and 10yr down 5.3bps at 4.643
Solid Data-Driven Gains
Thu, Aug 13 2026, 5:10 PM
Thursday was a fairly straightforward session for bonds. Yields fell modestly overnight in response to slightly lower oil prices and then more forcefully after the cooler-than-expected PPI data. Mid-day fuel price volatility caused a slight pull-back, but not enough to undo a reasonably robust rally by the close. If there's a "yeah but," it's that yields remain broadly sideways near long-term highs and were unable to challenge last week's lows.
08:36 AM
Moderately stronger overnight and no whammies after PPI. MBS up an eighth and 10yr down 3bps at 4.666
12:55 PM
Off best levels, but still up 10 ticks (.31) in MBS, and 10yr down 5.3bps at 4.644
03:55 PM
flat this afternoon. MBS up 10 ticks (.31) and 10yr down 5.3bps at 4.643
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| # | Наименование новости | Тональность | Информативность | Дата публикации |
|---|---|---|---|---|
| 1 | Bonds End Flat After Front-Running The Decent Data | 0 | 7.88 | 12-08-2026 |
| 2 | Slightly Stronger But There's a Catch | 0 | 5 | 09-07-2026 |
| 3 | Some Bond-Specific Weakness in The Afternoon | 0 | 5 | 10-07-2026 |
| 4 | 10-year Treasury yield is little changed as traders weigh new U.S. inflation data | 0 | 7 | 31-07-2025 |
| 5 | Lowest Mortgage Rates in Nearly 4 Weeks | 0 | 4.88 | 13-08-2026 |
| 6 | Empty Calendar Leaves Focus on War Headlines | 0 | 5 | 10-07-2026 |
| 7 | Mortgage Rates Slightly Higher to End The Week | 0 | 6.38 | 14-08-2026 |
| 8 | Gold extends gains on weak jobs data, lower oil prices | 0 | 7 | 02-07-2026 |
| 9 | 5 things to know before the Thursday open: Microsoft tops $4 trillion | Fed decision dissent | More metal tariffs | 0 | 7 | 31-07-2025 |
| 10 | Dollar steady as focus turns to US payrolls, yen intervention jitters persist | 0 | 5 | 02-07-2026 |