Nathaniel (Nate) Rosenbaum
U.S. High Grade Credit Strategist who discusses the likely reallocations out of MBS into corporate credit, expectations for the primary calendar, and issuance-driven spread dynamics.
Best podcasts with Nathaniel (Nate) Rosenbaum
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Jan 15, 2026 • 18min
At Any Rate: The GSEs and their $200bn Grand Spread Experiment
Nicholas Maciunas, Head of Agency MBS Research, shares insights on the GSEs' significant $200 billion purchasing strategy, noting its implications for traditional privatization and market dependence. Nathaniel Rosenbaum, U.S. High Grade Credit Strategist, predicts shifts in investment from MBS to corporate credit amidst an anticipated record primary calendar. They discuss hedging impacts, immediate spread reactions, and the potential movement of securities in the market, all set against the backdrop of President Trump's recent social media influence.
