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of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.
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Free Access/MBS: TD analysts eyed the MBS situation....>
US TSYS: /MBS: TD analysts eyed the MBS situation then said "the picture is not
so benign for Treasuries. Over the last 3 months, banks sold Treasuries at the
fastest pace since mid-2013 (in favor of MBS). We believe this may be in
anticipation of an easing of LCR rules, which makes banks prefer higher-yielding
MBS (conventionals over GNMA)."
- They "also do not think that banks will need to replace reserves by buying
Treasuries. We remain short duration and positioned for 5s30s flatteners as the
market will need to price in additional supply due to Fed portfolio runoff,
which we expect to be concentrated at the sub-5y part of the curve."
- They also "remain long 30yr (US) swap spreads, due to the easing of SLR rules,
which could make owning 30yr Treasuries on asset swap look attractive to banks."
To read the full story
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Why MNI
MNI is the leading provider
of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.