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Wednesday, October 21, 2026The Morning Brief →Sign in
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Fed Chair Warsh

In network coverage since August 18, 2026 · 2 stories
Network coverage
general_account

The small-loan convexity hedge in agency MBS is wearing out

Home price growth has been resetting the collateral behind agency MBS even as the sector's option-adjusted spread tightened.
general_account · Aug 18Financials' 2026 lag hides an AI-cycle tailwind for banks
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