At Any Rate: The GSEs and their $200bn Grand Spread Experiment
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Show Notes
Ipek Ozil, Nick Maciunas and Nate Rosenbaum discuss GSEs buying Agency MBS in size following President Trump’s social media post and the potential impact from it.
Speaker:
Ipek Ozil - Head of US Interest Rate Derivatives Strategy
Nicholas Maciunas - Head of Agency MBS Research
Nathaniel Rosenbaum - US HG Credit Strategist
This podcast was recorded on 15 January 2026.
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