Convexity Tapas & GSE Dramas - Baird Fixed Income Insight...

What this episode covers

Kirill discusses recent mortgage market dynamics, including MBS outperformance amid declining volatility, ETF inflows and the Bank of England’s historic rate cut last week. Then he dives into the Trump administration’s floated plan to partially privatize Fannie Mae and Freddie Mac. And his menu of convexity enhancing tapas includes a discussion of how prepayment protection on high-LTV conventional pools would improve in a negative HPA environment, and the relative value of ITM investor pool payups compared to other spec stories (like FL) that have similar multipliers.

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Frequently Asked Questions

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

This episode is 12 minutes long.

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

This episode was published on August 11, 2025.

What is this episode about?

Kirill discusses recent mortgage market dynamics, including MBS outperformance amid declining volatility, ETF inflows and the Bank of England’s historic rate cut last week. Then he dives into the Trump administration’s floated plan to partially...

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

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