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

EPISODE · Aug 4, 2025 · 18 MIN

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. 

What this episode covers

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.

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

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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.

What is this episode about?

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...

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

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