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⚡IMPACT LEVEL 3 — NOTEWORTHY

Epstein File EFTA01123162: Austin, Sessions and Rice (DS9)

DS9March 27, 2015EFTA011231626 keyword hits
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Analysis of mortgage-backed securities market, supply dynamics, and investment perspectives.

📋 Key Excerpts15

PersonKeyword
Excerpt 1
And for investors in MBS, that means supply generally running below the pace that built the $5.4 trillion market outstanding today.
Excerpt 2
That change reset fair value in Ginnie Mae MBS by scrambling the prepayment relationship to Fannie Mae.
Excerpt 3
The view in spread markets No material change in core positions, but the arc of MBS supply is worth some attention.

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