Perspectives
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The Fed Report: May 2025
Read More- As generally expected, the FOMC maintained the target range for the federal funds rate at 4.25-4.50% in a unanimous decision at its third meeting of 2025.
- The Fed’s policy statement noted that “the risks of higher unemployment and higher inflation have risen” as uncertainty about the economic outlook has “increased further” since its March meeting.
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The Earnings Extract: Q4 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: December 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: December 2024
Read MoreKey highlights from the December 2024 FOMC policy update along with our insights and takeaways.
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Monthly Macro Monitor: November 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: 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.