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Liquidity Has “Dried Up,” Says $100 Billion Investor | Jeffrey Sherman
Forward Guidance
What's Happened in the Non Agency Market?
The non agency market is, and these are not guaranteed, so the holder takes the default risk. They're strengthin im the securities, most of em will get refied in two to three years,. But when the problem jack is that it's keyed off the two year part of the curve. That's been the volatile part of the curves. So they're very attractive to day. You can sprinkle this with some asset backs, things lik i no a consumer alone franchise loans or even impho structure related product energy. There's all these different things in the securitize world that do have a complexity premium. We don't just have to make this bait a trade,
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