More From Asset Securitization Report
Wall Street’s AI debt machine is starting to choke on supply
Yields are soaring into the double digits on bonds and loans funding the AI infrastructure buildout. Bankers are finding it more difficult to offload risk to insurers and other investors.
For Fed, politics impossible to avoid in pre-midterm FOMC
The Federal Open Market Committee's voting history heading into previous elections might shed light on how it approaches this week's decision.
Bond-market doubts grow over gridlock as cure for deficit angst
A split Congress has often been a bullish recipe for Treasuries. Benchmark 10-year yields have been lower on average one and 12 months after midterms that produced such a result.
Don’t bank on rate dip; servicing books win, KBW says
Investors drove long-term Treasury yields down this week on concerns regarding AI-related debt, but inflation and the Iran conflict can push rates higher.
Mortgage rates flat this week, but prepare for uncertainty
With how investors are reacting to inflation news and its impact on stocks, it would not take much to move markets in either direction when it comes to rates.