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Bank Demand Returns, GSEs Still Anchor, and Chasing VA Waterfalls episode artwork

EPISODE · Mar 30, 2026 · 21 MIN

Bank Demand Returns, GSEs Still Anchor, and Chasing VA Waterfalls

from Baird Fixed Income Insights: Convexity Pulse · host Kirill Krylov

Kirill Krylov and Steven Scheerer discuss the evolving technical backdrop for agency MBS, including continued support from GSE portfolios and renewed demand from banks. They also examine how market stability has benefited from the absence of forced selling. The episode concludes with a discussion of changes to the VA loss mitigation waterfall and the potential impact on Ginnie Mae prepayment speeds and buyout activity.

What this episode covers

Kirill Krylov and Steven Scheerer discuss the evolving technical backdrop for agency MBS, including continued support from GSE portfolios and renewed demand from banks. They also examine how market stability has benefited from the absence of forced selling. The episode concludes with a discussion of changes to the VA loss mitigation waterfall and the potential impact on Ginnie Mae prepayment speeds and buyout activity.

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Bank Demand Returns, GSEs Still Anchor, and Chasing VA Waterfalls

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Frequently Asked Questions

How long is this episode of Baird Fixed Income Insights: Convexity Pulse?

This episode is 21 minutes long.

When was this Baird Fixed Income Insights: Convexity Pulse episode published?

This episode was published on March 30, 2026.

What is this episode about?

Kirill Krylov and Steven Scheerer discuss the evolving technical backdrop for agency MBS, including continued support from GSE portfolios and renewed demand from banks. They also examine how market stability has benefited from the absence of forced...

Can I download this Baird Fixed Income Insights: Convexity Pulse episode?

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