From Net Supply to Coupon Stack Plays: Mapping MBS Value ...

What this episode covers

In this week’s Convexity Pulse, Kirill Krylov reviews another strong week for mortgages as spreads tightened and volatility eased—though he warns the calm may soon break. He digs into the supply–demand tug-of-war shaping MBS markets, with tepid but steady bank buying, REITs stepping up, and the GSEs still waiting in the wings. Finally, he walks through relative value opportunities across the UMBS 30yr coupon stack, from deep discounts to production coupons and the challenging high-coupon minefield.

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Frequently Asked Questions

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

This episode is 14 minutes long.

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

This episode was published on August 18, 2025.

What is this episode about?

In this week’s Convexity Pulse, Kirill Krylov reviews another strong week for mortgages as spreads tightened and volatility eased—though he warns the calm may soon break. He digs into the supply–demand tug-of-war shaping MBS markets, with tepid but...

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

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