US Mortgages | Negative rates convexity

Alessio Farhadi

Speevr Intelligence
September 26, 2023

Long-rates about to get bumpy
Strap yourselves in; 30-year USD rates are about to whipsaw. Therefore, those very few of you who have enjoyed a relatively comfortable ride so far playing the short side may want to reduce a bit here.
Weighted by assets under management, we estimate...

Become a member to read the rest of this article

Speevr Intelligence

The Speevr Intelligence daily updates provide in-depth alternative perspectives on key themes and narratives driving financial markets. Our unique collection brings Speevr's exclusive content together with partners' research and analysis.

Subscribe to receive updates from Speevr Intelligence

Most recent by Speevr Intelligence

report

April 24, 2025

[UNVERIFIED] Trade: US-India | China Statement

A harder job when top officials spread disinformation...

By Alessio Farhadi

Speevr Intelligence

report

April 22, 2025

NextFedChair | Trump Has ‘No Intention’ of Firing Powell

Fed independence question comes after dollar devaluation...

By Alessio Farhadi

Speevr Intelligence

report

April 19, 2025

Ex-MI5 Chief | Iran Nuclear | Geopolitics | (Real) Experts

The special ones and connecting the dots...

By Alessio Farhadi

Speevr Intelligence

report

April 19, 2025

Fear 2 – ‘Ricardian Vice’ & The “Brokers’ Broker” Tag Team to Take on Tariff Taut

Susie Wiles is still in control of WH we think......

By Alessio Farhadi

Speevr Intelligence

report

April 18, 2025

Why Putin is Keeping Trump Waiting For a Ukraine Deal

Putin is selling the sizzle, not the sausage...

By Mark Galeotti

Speevr Intelligence