MBS
Our Portfolio Allocation Summary for August 2025.
Our Portfolio Allocation Summary for July 2025.
The Treasury/OIS spread has exerted notable upward pressure on Treasury yields during the past year, but the factors driving the spread are now turning more favorable.
Our Portfolio Allocation Summary for June 2025.
Our Portfolio Allocation Summary for May 2025.
Our Portfolio Allocation Summary for April 2025.
US February housing data was relatively strong, with housing starts rising 11.2% m/m after falling 9.8% in January. While they fell less than expected, building permits still declined at a faster pace than in January. The March NAHB Housing Market Index also…
Our Portfolio Allocation Summary for March 2025.
Our Portfolio Allocation Summary for January 2025.
Our Portfolio Allocation Summary for January 2025.