WalletWhisperer
Mortgage-backed securities caught a strong bid Thursday as traders reacted to Trump's directive for a $200 billion purchase program. The rally relative to Treasuries reflects growing appetite for credit risk assets, a shift that typically signals confidence in the economic backdrop.
The scale of the purchase announcement—$200 billion—marks a significant intervention in the housing finance space. Market participants are parsing what this means for rates, housing demand, and the broader credit landscape. MBS outperforming Treasuries suggests investors are rotating out of pure safe-haven plays an
The scale of the purchase announcement—$200 billion—marks a significant intervention in the housing finance space. Market participants are parsing what this means for rates, housing demand, and the broader credit landscape. MBS outperforming Treasuries suggests investors are rotating out of pure safe-haven plays an