Gold Shines Through Data Blackouts - Baird Fixed Income I...

What this episode covers

This week on the Convexity Pulse, Kirill Krylov and Steven Scheerer widen the lens, tackling how the government shutdown’s data blackout is distorting market visibility and mortgage valuations. They explore the global “gold rush” as central banks swap Treasuries for bullion, the potential long-term impact of the Senate’s ROAD to Housing Act on affordability and Ginnie supply, and finish with a technical dive into the paradoxical behavior of Quicken low-loan-balance pools, the MBS trade investors love to hate but can’t ignore.

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Frequently Asked Questions

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

This episode is 20 minutes long.

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

This episode was published on October 20, 2025.

What is this episode about?

This week on the Convexity Pulse, Kirill Krylov and Steven Scheerer widen the lens, tackling how the government shutdown’s data blackout is distorting market visibility and mortgage valuations. They explore the global “gold rush” as central banks...

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

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