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Will the GSEs Plunge Back into MBS Like Steven Dove into Lake Tahoe? episode artwork

EPISODE · Nov 10, 2025 · 18 MIN

Will the GSEs Plunge Back into MBS Like Steven Dove into Lake Tahoe?

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

Kirill and Steven break down the surge in October prepayments and what it means for November’s setup. They analyze the GSEs’ meaningful portfolio expansion, with Fannie and Freddie adding more than $33 billion in the third quarter and discuss how further GSE demand could help stabilize spreads and liquidity. The episode closes with a look at early signs of renewed bank demand for MBS heading into 2026, as capital rules, rate cuts, and deposit growth start aligning for a potential re-entry.

What this episode covers

Kirill and Steven break down the surge in October prepayments and what it means for November’s setup. They analyze the GSEs’ meaningful portfolio expansion, with Fannie and Freddie adding more than $33 billion in the third quarter and discuss how further GSE demand could help stabilize spreads and liquidity. The episode closes with a look at early signs of renewed bank demand for MBS heading into 2026, as capital rules, rate cuts, and deposit growth start aligning for a potential re-entry.

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Will the GSEs Plunge Back into MBS Like Steven Dove into Lake Tahoe?

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Frequently Asked Questions

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

This episode is 18 minutes long.

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

This episode was published on November 10, 2025.

What is this episode about?

Kirill and Steven break down the surge in October prepayments and what it means for November’s setup. They analyze the GSEs’ meaningful portfolio expansion, with Fannie and Freddie adding more than $33 billion in the third quarter and discuss how...

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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