The removal of a significant buyer from the mortgage bond market and the resulting impact on agencies and non-agency markets are discussed. With stringent underwriting and low mortgage rates, homeowners are not selling, leading to a shortage of homes. This has created a high demand for non-agency single-family homes and rentals.
On this special episode of The Compound and Friends taped live at Future Proof Retreat, Michael Batnick and Downtown Josh Brown are joined by Dave Albrycht, President and CIO of Newfleet Asset Management to discuss: the fixed income landscape, private credit, commercial real estate, and much more!
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