Wednesday, March 28, 2018

MBS Day Ahead: Bonds Best Move of 2018, Day 2

Posted To: MBS Commentary

Without a discussion on important technical levels and without looking at one of several pieces of technical analysis, yesterday looks like any other bigger rally day on a chart of 10yr yields. But when we consider that it was the first time yields hit the lower Bollinger Band and the first break below the 50-day moving average in more than 6 months, it begins to look more meaningful. Today's early trading suggests there's a strong possibility that yesterday's gains are "confirmed" from a technical standpoint. The line in the sand is simply the same 2.80% level we've been following. If yields close below there, the breakout it technically "confirmed." The implications of said confirmation can vary greatly. The chart above shows how a similar move panned out...(read more)
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