CMO Issuance Bounces Back and The Four Key Forces Driving Housing Affordability

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

This week, Kirill welcomes Steven Scheerer back to the show and they discuss July’s MBS Index performance and relative value opportunities across sectors. They also highlight Agency CMO issuance, which bounced back in July after a slower June and note how 2025 is on pace for a record-breaking year. This episode closes by unpacking how today’s housing affordability crisis stems from long-standing policy choices - not just rates or prices.

Episode metadata supplied by the publisher feed · Published Aug 4, 2025

Embed this episode

Attribution link and audio player

NOW PLAYING

CMO Issuance Bounces Back and The Four Key Forces Driving Housing Affordability

0:00 18:07

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

No similar podcasts found.

Frequently Asked Questions

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

This episode is 18 minutes long.

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

This episode was published on August 4, 2025.

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

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!