What happens when the Fed pulls the plug on Quantitative Tightening and oil prices take a dive? In this week’s Master The Markets, Bill Bodnar breaks down why last week’s bond market danced toward safety amidst rising tariff uncertainty and market volatility. Stocks stumbled, but what does that mean for mortgage-backed securities?
Looking ahead, Bill explains why CPI isn’t his focus and what he is watching instead. Tune in to understand how shifts in oil and the Fed's QT exit reshaped mortgage rate direction—and what mortgage professionals need to keep an eye on next. Plus, as always, you’ll get key bond market insights to guide your week.
