Does Grilling an Economist Count as a Vegan's Weekend Meal Prep?

This week’s Convexity Pulse features special guest Tom Tzitzouris of Strategas, who joins Kirill Krylov and Steven Scheerer to discuss consumer debt strains, the myth of Fed independence, and the implications of balance sheet policy for MBS investors. The team also covers the Rocket–Mr. Cooper merger and its impact on servicing speeds, before turning to the looming wave of AI-driven refinancing that could reshape convexity risk in 2026.