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‘Pounding the Table’ on Mortgage-Backed Securities

‘Pounding the Table’ on Mortgage-Backed Securities

Schwab Network · Schwab Network

December 15, 20254m 59s

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Show Notes

“We have been pounding the table on mortgage-backed securities,” says Frank Ros, and it’s “great news” that spreads are still wide going into 2026. Frank also discusses the Yen carry trade and explains the importance of the Bank of Japan’s interest rate meeting this week. He also looks at the overall U.S. economy and the bond market.


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