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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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