Perspectives
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The Fed Report: November 2024
- As widely expected, the FOMC lowered the target range for the federal funds rate at its November meeting by 25 basis points to 4.50-4.75%, marking the second rate cut in this easing cycle.
- Importantly, Chair Powell characterized this rate cut as another step in the monetary policy recalibration process to help maintain the strength of the economy and the labor market while enabling further progress on inflation.
- Monetary policy continues to be on a path toward a neutral stance, though the pace of policy normalization and the ultimate neutral level will remain dependent upon incoming economic data.
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The Fed Report: November 2024
Read MoreKey highlights from the November 2024 FOMC policy update along with our insights and takeaways.
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Monthly Macro Monitor: October 2024
Read MoreA quick update on the market environment, including key rate and spread trends that are top of mind for Agency MBS investors.
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The Earnings Extract: Q3 2024
Read MoreCommentary from our quarterly earnings call covering the macroeconomic landscape, the Agency MBS market environment, and our quarterly performance.
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Monthly Macro Monitor: September 2024
Read MoreA quick update on the market environment, including key rate and spread trends that are top of mind for Agency MBS investors.
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The Fed Report: September 2024
Read MoreKey highlights from the September 2024 FOMC policy update along with our insights and takeaways.
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Monthly Macro Monitor: August 2024
Read MoreA quick update on the market environment, including key rate and spread trends that are top of mind for Agency MBS investors.
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The Fed Report: July 2024
Read MoreKey highlights from the July 2024 FOMC policy update along with our insights and takeaways.
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Monthly Macro Monitor: July 2024
Read MoreA quick update on the market environment, including key rate and spread trends that are top of mind for Agency MBS investors.
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The Earnings Extract: Q2 2024
Read MoreCommentary from our quarterly earnings call covering the macroeconomic landscape, the Agency MBS market environment, and our quarterly performance.