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What the MBS Spread Reveals About the Bond Market Now

What the MBS Spread Reveals About the Bond Market Now

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Episode 30 of The Bond Market Podcast examines mortgage-backed securities and the widening MBS spread as a signal for fixed-income investors. Lucas and Luna break down how the spread over Treasuries has moved to 150 basis points, what that implies for prepayment risk and Fed policy, and why agency MBS might be a contrarian play in mid-2026. Using current data—10-year yield at 4.46, 30-year at 4.97, and the TLT ETF at 85.31—they connect the dots between housing, the yield curve, and portfolio strategy. A must-listen for anyone curious about how the bond market's less-talked-about corners reflect broader economic stress. #MBS #MortgageBackedSecurities #BondMarket #Treasuries #YieldCurve #FixedIncome #FedPolicy #PrepaymentRisk #AgencyMBS #SpreadWidening #TLT #IEF #BND #30YearTreasury #10YearYield #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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