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@dmunjal
"@levenson_david @DiMartinoBooth "The 30-year mortgage rate is benchmarked to the rate of the 10-year Treasury note. As the rate on the 10-year Treasury note moves mortgage rates follow suit.""
X Link @dmunjal 2025-10-14T19:15Z XXX followers, XXX engagements
"@levenson_david @DiMartinoBooth I was hoping they would sell off their entire MBS balance sheet but it doesn't look like it"
X Link @dmunjal 2025-10-14T18:43Z XXX followers, XXX engagements
"@DavidBCollum True price discovery because the LBMA can no longer use naked shorts to control the price movements. This is because China India and others are standing for delivery instead of rolling over contracts"
X Link @dmunjal 2025-10-14T04:39Z XXX followers, 4369 engagements
"@levenson_david @DiMartinoBooth I don't think they should have ever bought MBS in the first place. They should correct that mistake"
X Link @dmunjal 2025-10-14T18:50Z XXX followers, XXX engagements
"@levenson_david @DiMartinoBooth Mortgage rates are coming down because the XX year is coming down. Mostly because the employment situation is getting worse. The Fed didn't buy MBS ever until after the GFC. Americans used MEW in the early 2000s without any Fed intervention just fine"
X Link @dmunjal 2025-10-14T19:11Z XXX followers, XXX engagements