MBB iShares MBS ETF Loading... : Investor Sentiment and Bull/Bear Views
Loading chart...
Top Calls
No data yet
Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
15:11
Oct 03
Oct 03
Joseph Wang
Bonds remain under broad selling pressure.
The bond market is selling off relentlessly, with every bounce met by sellers, and weakness is broad across Treasuries, corporate bonds, and mortgages. These markdowns create negative wealth effects that should force portfolio rebalancing, while the global energy shock and central bank hikes continue to pressure rates.
MBB
iShares MBS ETF
Avoid
—
—
22:03
Sep 18
Sep 18
Bloomberg Markets
Agency MBS offer attractive relative value
Agency MBS are a more attractive high-quality, liquid place to hide out, offering yields in the low sixes while mortgage rates are around 7%. Andrew prefers them until IG corporate spreads widen.
MBB
iShares MBS ETF
Long
2ND
—
—
21:06
Aug 10
Aug 10
Morgan Stanley
AI will hurt MBS convexity and spreads.
AI adoption by borrowers will increase refinancing responsiveness, making mortgage-backed securities more negatively convex, shortening their durations, and widening mortgage spreads by about 10 basis points in the base case. In a 100 basis point rate rally, refi volumes could pick up 40% above current expectations, and mortgage investors will demand wider spreads to compensate for the more valuable prepayment option they are short.
MBB
iShares MBS ETF
Avoid
—
—
About MBB Investor Commentary
Across the available history and selected sources, Buzzberg tracks MBB (iShares MBS ETF) across 8 sources: 16 bullish vs 0 bearish calls from 18 authors. Historical directional balance: 80% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 20 total trade ideas tracked. Latest voices: Joseph Wang, Andrew Szczurowski, Jay Bacow.