Regulatory Reform & Bank Demand, Stagflation & Road 2 Hou...

What this episode covers

Kirill Krylov and Steven Scheerer discuss the growing risk of a stagflationary macro environment as energy prices rise and the yield curve continues to flatten. They revisit their bank demand outlook and explain why changing capital rules and improved regulatory clarity could bring banks back as a meaningful long-term buyer of MBS. The episode also explores the proposed Road to Housing Act and how housing policy decisions could ultimately shape mortgage origination and long-term agency MBS supply.

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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 March 23, 2026.

What is this episode about?

Kirill Krylov and Steven Scheerer discuss the growing risk of a stagflationary macro environment as energy prices rise and the yield curve continues to flatten. They revisit their bank demand outlook and explain why changing capital rules and...

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.