Micro & Macro Stress Building Simultaneously Podcast Por  arte de portada

Micro & Macro Stress Building Simultaneously

Micro & Macro Stress Building Simultaneously

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This week, Kirill welcomes back Baird MBS strategist, Steven Scheerer. After highlighting a few of last week’s mortgage performance surprises, they discuss some of the factors leading to higher delinquencies and faster Out-of-the-money speeds in certain MBS cohorts. They provide macro thoughts on the latest CPI print and take a look at liquidity through the prism of the Strategas composite.

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