| Sep 6, 2011 2:13PM Stocks, Bonds, MBS, all correlate by varying amounts. As the level of uncertainty has drastically increased in markets, we've seen a lot more connectivity between stock prices and bond yields. Beyond that, we almost always see a high level of correlation between bond PRICES and MBS PRICES. The following charts show how some of those correlations have been playing out recently. The theme is that things tend to move in the same direction for Treasuries and MBS. Fixed income YIELDS tend to move in the... Sep 6, 2011 11:03AM This column originally appeared in the September 2011 Issue of Asset Securitization Report. The recent focus on the economy and the jobless rate has, in the popular press, pushed the housing market from the front pages of the mainstream press. The continued weakness in the housing markets, however, is a major factor in the sapping of consumer confidence and the resulting lack of a robust rebound. While housing and mortgage lending remains entangled in a seemingly intractable web of investigations...
 | 
