Baird Fixed Income Insights: Convexity Pulse

Baird Fixed Income Insights: Convexity Pulse

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Convexity Tapas & GSE Dramas

Kirill discusses recent mortgage market dynamics, including MBS outperformance amid declining volatility, ETF inflows and the Bank of England’s historic rate cut last ...

/ 12:12/E16

CMO Issuance Bounces Back and The Four Key Forces Driving Housing Affordability

This week, Kirill welcomes Steven Scheerer back to the show and they discuss July’s MBS Index performance and relative value opportunities across sectors. They also hi...

/ 18:07/E15

Rewiring in MBS Demand and Rewriting Loss Mitigation at the VA

This week, Kirill Krylov covers the emergence of digital behavior in MBS demand and the early signs of a foreign buyer rebound in U.S. housing. He also discussing the ...

/ 11:04/E14

Micro & Macro Stress Building Simultaneously

This week, Kirill welcomes back Baird MBS strategist, Steven Scheerer. After highlighting a few of last week’s mortgage performance surprises, they discuss some of the...

/ 11:45/E13

Schrodinger's Housing Market & GSEs Potential Return to MBS Buying

This week, in addition to a brief MBS Market update, Kirill discusses how the housing market seems to simultaneously be in two conflicting states. From the MBS perspec...

/ 09:09/E12

Securitization Rates in 2025 & Convexity Power of 2-4 Unit High LTV Loans

This week, Kirill welcomes Baird MBS strategist, Steven Scheerer, to the show. They begin with a quick overview of index sector performance during the first half of 20...

/ 13:26/E11

Evolving Housing Market of 2025

In the latest edition of our Fixed Income Insights podcast, Kirill Krylov discusses the evolving housing market of 2025 and the shift from the post-pandemic seller’s m...

/ 09:44/E10

MBS Supply/Demand Outlook and a Dive into the Low FICO Space

In the latest edition of our Fixed Income Insights podcast, Kirill Krylov discusses our MBS market supply and demand outlook and highlights two key subsets of Low FICO...

/ 11:55/E9

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