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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...

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