The MUFG Global Markets Podcast
Business
Summer Sunday Burnout and the Mortgage Basis Outlook: Thee MUFG Global Markets Podcast
In today’s episode, MUFG Head of Prepayment Modeling and Strategy Glenn Schultz reviews the July prepayment data, burnout in the moderately seasoned cohort and its implication for refinance risk in the new production cohorts, as well as the agency MBS basis relative value outlook.
Disclaimer: www.mufgresearch.com (PDF)
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