MBS
Our Portfolio Allocation Summary for July 2024.
In its latest Special Report, BCA Research’s US Bond Strategy service considers the relative merits of four different fixed income investments in the current economic environment: 2-year Treasuries, 10-year Treasuries, Baa-rated corporate bonds and current…
We consider the relative merits of four different fixed income investments in the current economic environment: 2-year Treasuries, 10-year Treasuries, Baa-rated corporate bonds and current coupon Agency MBS.
According to BCA Research’s US Bond Strategy service, Mortgage-Backed Securities are currently priced below fair value. Mortgage-Backed Securities outperformed the duration-equivalent Treasury index by 49 basis points in May, bringing year-to-date excess…
Our Portfolio Allocation Summary for June 2024.
Our Portfolio Allocation Summary for May 2024.
Our Portfolio Allocation Summary for April 2024.
The latest MBA weekly survey shows mortgage applications rose 7.1% in the week ending March 8 on the back of a 4.7% increase in purchases and a 12.2% rise in refinancing, marking the second consecutive weekly increase. Higher mortgage activity comes amid…
Our Portfolio Allocation Summary for March 2024.
We rank the US spread sectors in terms of risk versus reward.