Baird Fixed Income Insights: Convexity Pulse

Baird Fixed Income Insights: Convexity Pulse

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

/ 18:07/E15
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 highlight Agency CMO issuance, which bounced back in July after a slower June and note how 2025 is on pace for a record-breaking year. This episode closes by unpacking how today’s housing affordability crisis stems from long-standing policy choices - not just rates or prices. 
CMO Issuance Bounces Back and The Four Key Forces Driving Housing Affordability

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