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Is It Too Good? AI Capex Explodes Higher, Pre-Revenue Stock Boom, Will Falling Mortgage Rates Save Us With Telis Demos (WSJ)

The Compound and Friends

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Why Mortgage Rates Move and MBS Mechanics

You said long-term bond yields have been drifting lower because of a host of factors — so give us your take on the mortgage market. Telis explains how MBS flows, prepayment risk, and 10-year Treasury dynamics drive mortgage rates.

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