Perspectives
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The Fed Report: March 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 second meeting of 2025.
- There was no change to the dot plot of rate projections from the December meeting, which continues to show two quarter-point cuts this year.
- The FOMC reduced the pace of runoff of its Treasury holdings from $25 billion per month to $5 billion per month beginning in April while maintaining Agency debt and Agency MBS runoff at a pace of up to $35 billion per month.
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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: 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.
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Monthly Macro Monitor: January 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: January 2025
Read MoreKey highlights from the January 2025 FOMC policy update along with our insights and takeaways.
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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.
