Morgan Stanley Fixed-US RMBS Strategy Non-Agency Mortgage Monitor Changing Shap...-110186818
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报告维度
- 📄 文件全名
- 《Morgan Stanley Fixed-US RMBS Strategy Non-Agency Mortgage Monitor Changing Shap...-110186818.pdf》
- 🎯 适合读者
- 战略规划行业研究员
- 📊 核心数据
- supply finished at ~$90bn, up 77% relative to the same
- at $24bn and $18bn through August, up 30% and 213% from '23 YTD,
- Restricting to the last 24 months of originations, 39% of Jumbo 2.0 loans are ITM
- vs. 4% of the entire universe, but s-curves have flattened here as well.
- supply finished at ~$90bn, up 77% relative to the same timeframe last year ( Exhibit 3 ).
- 🏷️ 核心议题
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