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MBS Day Ahead: Both Sides of Market Making Gains

Posted To: MBS Commentary

Trillions of dollars of stimulus on the Fiscal side and many additional trillions of liquidity on the monetary side of the equation are helping stocks and bonds improve simultaneously. Granted, it's not that simple and this isn't the extent of the market's decision-making process, but these topics are front and center for the moment. The movement on either side of the market may seem paradoxical depending on one's mindset and outlook. Stock bulls may see all the stimulus efforts combined with the fact that coronavirus numbers are on the downswing and wonder why stocks and bond yields aren't even higher. Bond bulls, meanwhile, are shocked that stocks have gleaned that much positivity and they continue to view the road ahead as being economically bleak. Winners and losers…(read more)

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