ARR - Fire Sale On MBS I'm Locking In Up To 15% Yields

2024-04-18 07:35:00 ET

Summary

• The latest inflation numbers put pressure on the Fed to maintain high interest rates.
• We look at the effects of the latest hawkish cycle on the debt markets.
• We discuss how you can benefit from the current environment.

Co-authored by Treading Softly.

With recent inflation data coming in higher than expected, the Federal Reserve is now more constrained in its ability to maintain or potentially hike interest rates if inflation remains persistently high. Everyone has an opinion about the appropriate level and future direction of interest rates. But instead of participating in the speculation game, I want to examine the impact of rising rates on different security classes and identify great income opportunities to buy and get paid while we wait for the rate cycle to turn dovish....

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