Schrodinger's Housing Market & GSEs Potential Return to MBS Buying

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

This week, in addition to a brief MBS Market update, Kirill discusses how the housing market seems to simultaneously be in two conflicting states. From the MBS perspective, he highlights the potential return of GSE portfolio buying, which could be an important source of MBS demand.

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This episode is 9 minutes long.

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This episode was published on July 14, 2025.

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