Navigated to At Any Rate: The GSEs and their $200bn Grand Spread Experiment

At Any Rate: The GSEs and their $200bn Grand Spread Experiment

January 15
17 mins

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Episode Description

Ipek Ozil, Nick Maciunas and Nate Rosenbaum discuss GSEs buying Agency MBS in size following President Trump’s social media post and the potential impact from it.

 

Speaker:
Ipek Ozil - Head of US Interest Rate Derivatives Strategy
Nicholas Maciunas - Head of Agency MBS Research
Nathaniel Rosenbaum - US HG Credit Strategist 

 

This podcast was recorded on 15 January 2026.

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