Mortgage Market Update With BI’s Erica Adelberg: Macro Matters
FICC Focus
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Current Trends in the Mortgage Market
This chapter examines recent changes in the mortgage market since the Federal Reserve halted its purchases in 2022, focusing on expanding mortgage spreads and the role of key investors. It assesses the implications of the Fed's monetary policies and balance sheet decisions on market stability and the potential for increased refinancing activity due to declining mortgage rates. The analysis culminates with a discussion on the complexities of how these shifts affect housing supply and pricing.
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