2023's never ending conga line of black swan events – 9 November 2023
2023's never ending conga line of black swan events – 9 November 2023
In today's episode, George Goncalves, MUFG Head of U.S. Macro Strategy, and Glenn Schultz, MUFG Head of Prepayment Modeling and Strategy, discuss October's remittance data, relative value against the backdrop of slower seasonal prepayment, and the outlook for the current coupon basis against the headwinds of 2023's never ending conga line of black swan events.
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