Group 1 - President Trump has been pressuring the Federal Reserve to lower interest rates, including attempts to influence Fed chair Jerome Powell and other governors [1] - The Federal Reserve controls the federal funds rate, which influences short-term lending rates, but does not directly control mortgage rates, which are more closely tied to Treasury yields [2] - Reduced independence of the Fed could lead to increased Treasury yields as market trust diminishes, resulting in higher inflation expectations [3] Group 2 - The Federal Reserve can influence Treasury bond demand by purchasing them, which can lower yields and subsequently mortgage rates [4] - Increasing demand for mortgage-backed securities (MBS) through Fed actions can also lead to lower mortgage rates in the private market [5] - Slowing the runoff of existing MBS can decrease supply and spreads, resulting in lower mortgage rates for consumers [6] Group 3 - The idea of privatizing Fannie Mae and Freddie Mac could increase mortgage rates due to perceived higher risks, but a more strategic approach could be taken to lower rates [7]

Rick Santelli's in Chicago. He is following the bond market and the news. Rick, >> well, I'll tell you what, you just nailed all the important variables.Let's start out with Challenger Gray and Christmas. Consider it's layoff announcements. First of all, will they actually happen.Maybe. But they are the announcements. And if you wanted to make today's number look as bad as possible, here's how you'd say it.The worst October in 22 years. If you wanted to reflect more accurate way to view today's number, well ...

Core Insights - Treasury yields have weakened, indicating a potential shift in investor sentiment towards safer assets [1] - Oil prices have seen a slight increase, reflecting ongoing supply concerns and geopolitical tensions [1] Treasury Yields - The decline in Treasury yields suggests a growing demand for government bonds, which may be driven by economic uncertainty [1] - Lower yields typically indicate that investors are seeking safety, potentially impacting equity markets [1] Oil Prices - Oil prices have inched higher, with recent trading showing a rise of approximately 1% [1] - Factors contributing to the increase include supply chain disruptions and geopolitical issues affecting oil-producing regions [1]

Market Trends - Treasury yields increased this week as traders reduced expectations for a Federal Reserve rate cut in December [1] - Hawkish signals from Chair Jerome Powell contributed to the shift in expectations [1] - Signs of resilience in the US economy also played a role in the adjustment of rate cut expectations [1]

Take a look at Treasury yields right now. Look at the 10-year. Look at the 10-year. 4.1%, the 2-year, 3.6%.People are not totally rattled. Uh, joining us right now, uh, Kelsey Burrow, fixed income portfolio manager at JP Morgan Asset Management. Are you surprised, by the way, that the bond market has not been more rattled by just everything.>> I'm not too surprised. You know, I think that we I there's been a fair bit of data even though there's been a lack of official data with the government shut down. Um ...

Core Viewpoint - Fed Chair Jerome Powell's actions have led to an increase in Treasury yields, negatively impacting bond performance [1] Group 1: Impact on Treasury Yields - The increase in Treasury yields is attributed to comments made by Fed Chair Jerome Powell [1] - This rise in yields has caused a decline in bond prices, indicating a challenging environment for fixed-income investments [1] Group 2: Market Reactions - Investors are reacting to the signals from the Federal Reserve regarding interest rate policies, which are influencing market dynamics [1] - The bond market is experiencing volatility as a result of these changes, reflecting broader economic concerns [1]

Bond Market Overview - The 10-year yield has briefly crossed above 4% again, influenced by rising oil prices [1][2] - The last close above 4% was on Friday, with a new low yield close for the year recorded at 3.95% [2] Upcoming Economic Indicators - Tomorrow's Consumer Price Index (CPI) report is anticipated to show metrics over 3% year-over-year, which is expected to impact treasury selling pressure [3]

Market Trends - The 10-year Treasury yield briefly crossed back above 4% as oil prices increased [1] - Oil prices moving higher are contributing to the reversal in rates [2] Interest Rate Analysis - The 10-year intraday rate briefly topped 4% around 12:11 [2] - The last close above 4% for the 10-year yield was the previous Friday [2] - A new low yield close for the year was recorded at 395 basis points (3.95%) [2] Economic Indicators - September CPI data will be released tomorrow at 8:30 Eastern Time [1] - All metrics are expected to be hot, with a year-over-year look to both be over 3% [3] - Selling pressure in treasuries is observed today in anticipation of the CPI data [3]

Bond traders are preparing for Treasury yields to drop further even as the 30-year reached its lowest level in six months on Tuesday https://t.co/ISzoysYQAH ...

Core Viewpoint - Inflation concerns continue to affect investor sentiment, despite minimal changes in Treasury yields following the release of the Federal Reserve's last policy meeting minutes [1] Group 1 - Investors remain worried about inflation, indicating a cautious outlook in the market [1] - Treasury yields showed little variation, suggesting stability in the bond market amid inflation concerns [1]