- NFP 223k vs 188k forecast
- Unemployment 3.8 vs 3.9 forecast
- Earnings +0.3 vs +0.2 forecast
The trifecta of negative bond market news is having a negative affect on bonds so far. 10yr yields are up into "the gap" zone at 2.917% and Fannie 4.0 MBS are down a quarter point on the day, having added almost half that since the jobs data came out. More to follow if things change.