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The MUFG Global Markets Podcast

Each week MUFG's expert economists, analysts, and strategists provide global market research content covering macro, FX, commodities rates and more.

Rate, review and subscribe for the most authoritative and insightful analysis of the latest financial market themes.

Catch the EMEA Team (Derek Halpenny, Lee Hardman, and Ehsan Khoman) every Friday, and the US Team (George Goncalves) every Wednesday.

Be sure not to miss out on quarterly insights from our Capital Markets Strategy Group and impromptu content from our Asia research team.

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In today’s episode, MUFG Head of Prepayment Modeling and Strategy, Glenn Schultz reviews December’s remittance data and addresses the question: are we in the winter of prepayment or are the slow speeds just turnover? He also discusses relative value across the specified pool and derivative markets.

Disclaimer: www.mufgresearch.com (PDF)

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Disclaimer: www.mufgresearch.com (PDF)