Perspectives
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The Fed Report: June 2025
Read More- The FOMC maintained the target range for the federal funds rate at 4.25-4.50% in a unanimous decision at its fifth meeting of 2025.
- The updated dot plot of rate projections shows a median expectation of two quarter-point rate cuts in 2025, consistent with market expectations, and one quarter-point rate cut in each of 2026 and 2027.
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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: June 2025
Read MoreKey highlights from the June 2025 FOMC policy update along with our insights and takeaways.
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Monthly Macro Monitor: May 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: May 2025
Read MoreKey highlights from the May 2025 FOMC policy update along with our insights and takeaways.
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Monthly Macro Monitor: April 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 Earnings Extract: Q1 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: March 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: March 2025
Read MoreKey highlights from the March 2025 FOMC policy update along with our insights and takeaways.
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Monthly Macro Monitor: February 2025
Read MoreA quick update on the market environment, including key rate and spread trends that are top of mind for Agency MBS investors.
