July 16, 2026By James DohnertInterest Rate Volatility Could Provide Boost for MBSAngel Oak Capital Advisors believes that a recent rise in interest rate volatility could help increase returns for MBS.
July 16, 2026By Dennis HollierWarsh Not Ready Yet to Slim Down Fed’s PortfolioTestifying before the House Financial Services Committee this week, Federal Reserve Chair Kevin Warsh said any changes to monetary policy — including the Fed’s balance sheet — will be made transparently and communicated in advance to the market.
July 16, 2026By James DohnertMBS Investors Raise Concerns on Climate RiskInvestors are scrutinizing risks to MBS posed by climate issues. Analysts believe the anxiety doesn’t align with historical data.