JMBS News and Press, Janus Henderson Mortgage-Backed Securities From 11/03/23

2023-11-03 14:47:55 ET More on Janus Henderson Mortgage-Backed Securities ETF JMBS: When Employment Falls, Mortgages Fall Into Focus Seeking Alpha’s Quant Rating on Janus Henderson Mortgage-Backed Securities ETF Dividend scorecard for Janus Henderson Mortgage-...

2023-11-03 01:25:00 ET Summary The nonfarm payroll employment unexpectedly jumped in September. The increase of 336,000 was the largest since January, and it was accompanied by upward revisions to the prior two months. The 12-month trend rate for the overall price index for person...

2023-10-26 08:29:00 ET Summary Political Calculations' initial estimate of the market capitalization of new homes sold during the month of September 2023 is $30.62 billion. While September 2023's market cap is approaching the nominal, non-inflation adjusted peak from the housing b...

2023-10-24 16:10:00 ET Summary An area of the high-quality fixed income market that hasn’t enjoyed a smooth ride this year is agency mortgage-backed securities (agency MBS). The FDIC has already liquidated approximately 95% of its agency MBS portfolio, and many market parti...

2023-10-24 12:45:00 ET Summary The release of the September "dot plot" started the recent rally in the 10-year US Treasury yield. There's also an imbalance in supply and demand for Treasury bonds. Most US mortgages are long-term fixed-rate mortgages at relatively low rates, so I d...

2023-10-21 09:00:00 ET Summary Long-term borrowers, including home buyers and businesses looking for term debt, wonder why today’s interest rates are so high and when they will fall. Long-term rates may also be influenced by global factors. Long-term rates in Europe and...

2023-10-20 21:25:00 ET Summary There’s always a lot of debate about what the best inflation hedge is. Is it gold, commodities, TIPS, stocks, Bitcoin, real assets or something else? There has been a lot of chatter about long-term bonds in recent weeks as yields continue to m...

2023-10-20 04:15:00 ET Summary The third quarter market performance started strong as companies reported stronger second quarter earnings due to subsiding input costs. The market took a breather in August and September resulting in small declines across many indices in the quarter...

2023-10-18 21:20:00 ET Summary Mortgage rates officially hit 8% today. It’s amazing considering mortgage rates were as low as 2.5% back in just 2020. It isn’t the high rate that is so alarming – it’s the rate of change. And this is what separates this p...

2023-10-18 01:35:00 ET Summary Treasury yields across the curve rose to 20-year highs as the market assessed the possibility of the Fed leaving policy rates higher for longer. Credit posted mixed results, with higher risk sectors softening late in the period together with equities...