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Mind the Gap: CMOs vs. Pools episode artwork

EPISODE · Sep 22, 2025 · 17 MIN

Mind the Gap: CMOs vs. Pools

from Baird Fixed Income Insights: Convexity Pulse · host Kirill Krylov

This week’s Convexity Pulse unpacks the Fed’s first rate cut and its ripple effects across MBS performance, with lower coupons and belly sectors still leading the way while production coupons lag. Kirill and Steven highlight consumer debt fragility, housing market contradictions, and builder hesitancy despite lower rates. They also dive into relative value in low coupon CMOs versus pools, and wrap with Detroit’s NBA-backed down payment assistance pilot that could reshape affordability strategies.

What this episode covers

This week’s Convexity Pulse unpacks the Fed’s first rate cut and its ripple effects across MBS performance, with lower coupons and belly sectors still leading the way while production coupons lag. Kirill and Steven highlight consumer debt fragility, housing market contradictions, and builder hesitancy despite lower rates. They also dive into relative value in low coupon CMOs versus pools, and wrap with Detroit’s NBA-backed down payment assistance pilot that could reshape affordability strategies.

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Mind the Gap: CMOs vs. Pools

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Frequently Asked Questions

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

This episode is 17 minutes long.

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

This episode was published on September 22, 2025.

What is this episode about?

This week’s Convexity Pulse unpacks the Fed’s first rate cut and its ripple effects across MBS performance, with lower coupons and belly sectors still leading the way while production coupons lag. Kirill and Steven highlight consumer debt fragility,...

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.
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