Micro & Macro Stress Building Simultaneously

What this episode covers

This week, Kirill welcomes back Baird MBS strategist, Steven Scheerer. After highlighting a few of last week’s mortgage performance surprises, they discuss some of the factors leading to higher delinquencies and faster Out-of-the-money speeds in certain MBS cohorts. They provide macro thoughts on the latest CPI print and take a look at liquidity through the prism of the Strategas composite.

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Frequently Asked Questions

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

This episode is 11 minutes long.

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

This episode was published on July 21, 2025.

What is this episode about?

This week, Kirill welcomes back Baird MBS strategist, Steven Scheerer. After highlighting a few of last week’s mortgage performance surprises, they discuss some of the factors leading to higher delinquencies and faster Out-of-the-money speeds in...

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

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.