EPISODE · Jul 28, 2025 · 11 MIN
Rewiring in MBS Demand and Rewriting Loss Mitigation at the VA
from Baird Fixed Income Insights: Convexity Pulse · host Kirill Krylov
This week, Kirill Krylov covers the emergence of digital behavior in MBS demand and the early signs of a foreign buyer rebound in U.S. housing. He also discussing the new VA partial claim framework and its market implications for Ginnie Mae MBS.
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Rewiring in MBS Demand and Rewriting Loss Mitigation at the VA
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