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MBS

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Should A Wise Investor Choose A Treasury, Corporate Bond Or MBS?

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.

US Bond Strategy by Ryan Swift
MBS Spreads Have Room To Tighten
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…
Daily Insights
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Looking For Two Cuts This Year

Our Portfolio Allocation Summary for June 2024.

US Bond Strategy by Ryan Swift
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Timing The Breakout In Bond Yields

Our Portfolio Allocation Summary for May 2024.

US Bond Strategy by Ryan Swift
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Recession Postponed

Our Portfolio Allocation Summary for April 2024.

US Bond Strategy by Ryan Swift, Robert Timper
Lower Rates Boost US Mortgage Applications
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…
Daily Insights
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Take Profits On Inflation Hedges

Our Portfolio Allocation Summary for March 2024.

US Bond Strategy by Ryan Swift
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Ranking US Spread Sectors In 2024

We rank the US spread sectors in terms of risk versus reward.

US Bond Strategy by Ryan Swift
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The Risk Of Overheating

Our Portfolio Allocation Summary for February 2024.

US Bond Strategy by Ryan Swift
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GFIS Model Bond Portfolio 2023 Review & 2024 Outlook: Once More, With Feeling

We present the performance review of the Global Fixed Income Strategy Model Bond Portfolio for 2023. We also discuss the outlook for 2024 performance based on our Key Views for the year. The portfolio is positioned to benefit from a year where the global backdrop will be one of weak growth and further declines in inflation, leading central bank to begin cutting interest rates.

Global Fixed Income Strategy

Related Topics

ABS CMBS Covered Bonds RMBS See more Topics