Research

Fixed-income research, on demand

Daily and weekly macro briefs, FOMC and economic-release notes, MBS market color, and deep dives. Multi-turn — ask us to dig deeper into any of these on the platform.

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Available Reports

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Macro

Daily Macro UpdateLive

Concise recap of the last trading session, with WoW/MoM/QoQ/YoY stacked on end-of-period dates

Weekly Macro UpdateLive

Comprehensive review of the past trading week across every asset class

FOMC UpdateLive

Rate decision, vote split, dot plot, and SEP projections

Monthly Housing ReportLive

Prices, supply, affordability, mortgage credit, builder sentiment, and the housing-to-rates channel

Inflation (CPI) UpdateLive

Monthly CPI, PPI, PCE, and alternative inflation gauges

Unemployment (NFP) UpdateLive

Monthly employment report with labor market context

Growth (GDP) UpdateLive

Quarterly GDP release with growth-mix and nowcast context

Treasury Auction RecapLive

Weekly auction results, demand metrics, and curve reaction

Central Bank DivergenceLive

Fed vs ECB vs BOE policy paths and yield differentials

Quarterly Refunding UpdateLive

Treasury's quarterly refunding announcement and financing plan

Retail Sales UpdateLive

Monthly retail sales release with consumer spending context

MBS

Monthly MBS Market UpdateLive

Agency MBS prices, yields, spreads, and volumes — prepay trends, new-issue activity, and the coupon stack

Cross-Agency Monthly Prepayment ReportLive

Speeds by coupon, WALA, spec type, and loan term with month-over-month changes and seasonal context

Monthly MBS Net IssuanceLive

Net issuance by agency (Fannie, Freddie, Ginnie), tenor, coupon, and spec type, with notable trends