Morgan Stanley Fixed-US RMBS Strategy Non-Agency Mortgage Monitor Changing Shap...-110186818

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📄 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
  1. supply finished at ~$90bn, up 77% relative to the same
  2. at $24bn and $18bn through August, up 30% and 213% from '23 YTD,
  3. Restricting to the last 24 months of originations, 39% of Jumbo 2.0 loans are ITM
  4. vs. 4% of the entire universe, but s-curves have flattened here as well.
  5. supply finished at ~$90bn, up 77% relative to the same timeframe last year ( Exhibit 3 ).
🏷️ 核心议题
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报告摘要

September 4, 2024 08:22 PM GMT Morgan Stanley & Co. LLC US RMBS Strategy | North America

📋 核心要点(部分)

  1. 2020 - 2021

❓ 常见问题

《Morgan Stanley Fixed-US RMBS Strategy Non-Agency Mortgage Monitor Changing Shap...-110186818》主要包含哪些内容?

September 4, 2024 08:22 PM GMT Morgan Stanley & Co. LLC US RMBS Strategy | North America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。

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