The recent revival in the mortgage real estate investment trust sector could be based on the unruffling of investors' feathers as fears of a open-ended third round of quantitative easing exit recede, at least for the time being. 

Most likely, the jump is the aftereffects of a few bits of dour economic news, which caused Treasury bond prices to shoot up, dropping the yield. Lousy housing data, a dip in consumer prices, and an unexpected uptick in jobless claims all conspired to push prices of Treasuries upward, as the idea of the Fed's bond-buying spree coming to a close lost steam in the wake of these somewhat grim announcements.