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Blog Should the Fed Buy Treasuries or Agency MBS During QE? Yes Should the Fed Buy Treasuries or Agency MBS During QE? Yes We believe the Fed’s mortgage purchase program is helping to bolster economic activity, and accomplishing more than Treasury purchases alone.
Blog Finding the Right Level of Support for Capital Markets and Mortgage Rates Finding the Right Level of Support for Capital Markets and Mortgage Rates The Fed has moved aggressively to stabilize core assets, including mortgages. Yet several market indicators are still concerning.
Blog The Fed Has Another Lever to Pull The Fed Has Another Lever to Pull The Fed could give the economy a powerful boost by maintaining the mix of assets on its balance sheet.
Blog Could the Fed Pivot on Balance Sheet Policy for Mortgage Securities? Could the Fed Pivot on Balance Sheet Policy for Mortgage Securities? The Fed has another lever to pull to ease monetary policy, one that could increase savings rates and create more disposable income.
Viewpoints U.S. Housing Finance Reform: Why Fix What Isn’t Broken? U.S. Housing Finance Reform: Why Fix What Isn’t Broken? Conservatorship has been immensely successful, and should be part of the solution.
Mike Cudzil Portfolio Manager, Liability-Driven Investment Share Share Share via LinkedIn Share via Facebook Share via Twitter Share via Email Add Add Download Download Print Print Mr. Cudzil is a managing director in the Newport Beach office, a senior member of the liability-driven investment portfolio management team and a generalist portfolio manager. He has served as chair of the Americas Portfolio Committee, as a rotating member on the PIMCO Investment Committee and as co-head of the agency MBS portfolio management team. Prior to joining PIMCO in 2012, he worked as a managing director and head of pass-through trading at Nomura. Mr. Cudzil previously held similar roles at Bank of America and Lehman Brothers, as well as a senior trading position at Salomon Brothers. He has 25 years of investment experience and holds a bachelor's degree in political science from the University of Pennsylvania.
