@EPBResearch @sidprabhu It was a well acknowledged mistake to buy MBS during Covid. But frankly they've made quite a bit of progress. Fed isn't going to make this mistake again any time soon. IF Trump wants to do QE with MBS he gets FNM and FRE to do it. OH right he already did. https://t.co/i4n7a0nDjV
Original source ↗  |  February 17, 2026 at 02:19 UTC  |  Twitter - @dampedspring

Here are the actionable trade ideas extracted from the tweets:

IDEA 15 TICKER: JGBs DIRECTION: long THESIS: Japan's 30-year government bond yield fell, indicating an increase in bond prices due to easing expectations for BOJ rate hikes. SPEAKER: @FirstSquawk TIMEFRAME: short-term

IDEA 16 TICKER: JGBs DIRECTION: long THESIS: Japanese Government Bond yields are lower as expectations for a Bank of Japan rate increase ease, suggesting higher bond prices. SPEAKER: @LiveSquawk TIMEFRAME: short-term

IDEA 19 TICKER: Soybeans (ZS futures), Wheat (ZW futures) DIRECTION