Baird Fixed Income Insights: Convexity Pulse
Kirill KrylovBaird's Fixed Income Portfolio Strategy & Analytics Manager, Kirill A Krylov, PhD, CFA, offers our institutional investors a weekly discussion on the most recent Agency MBS market developments. From regulatory updates and changes in government mortgage programs to convexity-enhancing specified pool features, we highlight the most relevant news for MBS investor consideration. Robert W. Baird & Co. ... more
| Publishes | Weekly | Episodes | 14 | Founded | 3 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvestingNewsBusiness News | |||
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Latest Episodes
This week’s Convexity Pulse unpacks the Fed’s first rate cut and its ripple effects across MBS performance, with lower coupons and belly sectors still leading the way while production coupons lag. Kirill and Steven highlight consumer debt fragility, ... more
This week’s Convexity Pulse features special guest Tom Tzitzouris of Strategas, who joins Kirill Krylov and Steven Scheerer to discuss consumer debt strains, the myth of Fed independence, and the implications of balance sheet policy for MBS investors... more
On this week’s Convexity Pulse, Kirill Krylov and Steven Scheerer discuss long term trends in the evolution of the Bloomberg Agg’s composition, leading to a higher share of Treasuries, at the expense of MBS. They highlight some striking stats regardi... more
On this week’s Convexity Pulse, Steven Scheerer joins Kirill Krylov to review August fixed income index performance, where MBS posted their best excess return of the year, far outpacing corporates on the strength of a 30-year sector rebound. They dis... more
On this week’s Convexity Pulse, Kirill reviews last week's MBS market dynamics and a few post Jackson Hole macro thoughts. Turning to housing, he explores the narrowing cost gap between new and existing homes, the evolving role of LLPA waivers in Mis... more
In this week’s Convexity Pulse, Kirill Krylov reviews another strong week for mortgages as spreads tightened and volatility eased—though he warns the calm may soon break. He digs into the supply–demand tug-of-war shaping MBS markets, with tepid but s... more
Kirill discusses recent mortgage market dynamics, including MBS outperformance amid declining volatility, ETF inflows and the Bank of England’s historic rate cut last week. Then he dives into the Trump administration’s floated plan to partially priva... more
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 not... more
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What is This Podcast about and what kind of topics does it cover?
This podcast offers insights into the intricacies of the Agency Mortgage-Backed Securities (MBS) market, focusing on both recent developments and enduring challenges faced by investors. Each episode presents analysis of various factors such as market trends, regulatory updates, and economic forces that shape housing affordability and mortgage lending practices. The discussions not only address pressing topics like interest rates and supply-demand dynamics but also delve into the implications of specific government programs and policies, providing a comprehensive view for institutional investors. Unique aspects of the podcast include its emphasis on the technical aspects of MBS investing, along with a strong focus on the evolving landscape o... more
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this podcast launched 3 months ago and published 14 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on this podcast include:
1. Tom Tzitzouris
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