Nick Maciunas
Head of Agency MBS Research with expertise in GSE portfolios, agency MBS mechanics, and market microstructure, providing analysis of GSE buying and hedging implications.
Best podcasts with Nick Maciunas
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Feb 29, 2024 • 25min
JP Morgan’s Maciunas on Shifting Demand for MBS: Macro Matters
Exploring the weakening demand for MBS from banks and international buyers due to delayed expectations of the US Federal Reserve's rate cut. Discussing shifts in MBS market dynamics, impact of Fed policy changes on securities demand, underperformance drivers, and implications of regulatory changes on hedging behavior.
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.
