The MUFG Global Markets Podcast
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Agency MBS – Orderly normalization supported by strong fundamentals – Part 1 of 3 Macro2Markets 2022 Outlook: The MUFG Global Markets Podcast
In Part 1 of the Macro2Markets 2022 Outlook, George Goncalves, MUFG Head of U.S. Macro Strategy, interviews Glenn Schultz, MUFG Head of Agency Mortgage Prepayment Modeling and Strategy on his 2022 outlook. George and Glenn discuss the issuance outlook and dynamics of the agency MBS market, and the outlook for the overall U.S. residential housing market against the backdrop of Federal Reserve tightening and QE tapering.
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