Perspectives
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The Fed Report: January 2026
Read More- Following three consecutive interest rate cuts in September, October, and December, the FOMC maintained the target range for the federal funds rate at 3.50-3.75% at its first meeting of 2026.
- For the fifth consecutive meeting, the FOMC decision was not unanimous, as Fed Governors Stephen Miran and Christopher Waller voted to lower the target range by 25 basis points. During his remarks, however, Chair Powell reiterated that there was “broad support” among the Committee – including non-voting members – to maintain the target range at this meeting.
- The Fed’s statement struck a slightly more positive tone relative to those in recent months, noting that the unemployment rate has “shown some signs of stabilization” and economic activity has been “expanding at a solid pace.”
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Why Agency MBS: Market Snapshot
Read MoreAgency MBS assets benefit from compelling fundamentals and favorable attributes that make them a critical building block of any investment portfolio.
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The Fed Report: January 2026
Read MoreKey highlights from the January 2026 FOMC policy update along with our insights and takeaways.
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The Earnings Extract: Q4 2025
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 2025
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 2025
Read MoreKey highlights from the December 2025 FOMC policy update along with our insights and takeaways.
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Monthly Macro Monitor: November 2025
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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Monthly Macro Monitor: October 2025
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: October 2025
Read MoreKey highlights from the October 2025 FOMC policy update along with our insights and takeaways.
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The Earnings Extract: Q3 2025
Read MoreCommentary from our quarterly earnings call covering the macroeconomic landscape, the Agency MBS market environment, and our quarterly performance.
