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9.18.26 MBS Portfolio Convexity; Cinchy's J. Paul Haynes on Cybersecurity; Further Fed Reaction
Ginnie Mae’s MBS portfolio surpassed $3 trillion in August 2026 as issuance remained strong, while rising mortgage rates have left roughly 98% of 30-year borrowers without a refinancing incentive, reducing prepayments and pushing much of the Agency MBS market toward positive convexity. Robbie interviews Cinchy’s J. Paul Haynes on helping enterprises safely deploy AI in production, and gain the visibility, runtime policy enforcement, and operational oversight needed to confidently scale AI. And the Fed’s hawkish return to tightening has bolstered its inflation-fighting credibility, but with…
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