MBS Outlook Post July FOMC | Ep. 371: Deep Thoughts on Securitized Markets | North America

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Idea

August 5, 2026 04:04 PM GMT

Podcast | Deep Thoughts on Securitized Markets

| North America

Morgan Stanley & Co. LLC

Jay Bacow

Strategist

MBS Outlook Post July FOMC |

Ep. 371

James Egan

Strategist

Jim and Jay discuss how the July FOMC meeting, and the limited

clarity it provided to markets, impacts their view on on

mortgages.

Related Research:

US Economics and Fixed Income Strategy: July FOMC Reaction: A question of

credibility (July 30, 2026)

Agency MBS Weekly: The Sound of Silence (July 31, 2026)

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