Implied volatilities surged across asset classes last week as fears of recession jumped on the back of Trump’s tariff ...

The mortgage market may be on the brink of major transformation amid freshly implemented tariffs, proposed deregulation, and the potential privatization of Fannie Mae and Freddie Mac. In this episode ...

This insight seeks to explain the recent divergence in RMBS spreads amid the Fed's quantitative tightening and frozen mortgage issuance. Click to read.

Listen and subscribe to Stocks In Translation on Apple Podcasts, Spotify, or wherever you find your favorite podcast. In this ...

This is called "negative convexity" and leaves investors with lower portfolio duration than their benchmark. While 64% of outstanding mortgages are locked into interest rates below 4%, about 16% ...

This is called “negative convexity” and leaves investors with lower portfolio duration than their benchmark. While 64% of outstanding mortgages are locked into interest rates below 4%, about 16% have ...