# The mortgage market’s quiet revolution

Page: https://stenobird.com/podcast/the-weekly-fix-6462690/the-mortgage-market-s-quiet-revolution
Text version: https://stenobird.com/podcast/the-weekly-fix-6462690/the-mortgage-market-s-quiet-revolution.md
Podcast: [The Weekly Fix](https://stenobird.com/podcast/the-weekly-fix-6462690)
Published: 2026-06-02T19:30:00+00:00
Episode link: https://the-weekly-fix.captivate.fm
Audio file: https://episodes.captivate.fm/episode/f5853be9-ae47-4759-b658-cb6f4fcc2369.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-weekly-fix-6462690/episodes/the-mortgage-market-s-quiet-revolution
Duration seconds: 309

## Resource

Built for this moment: Mortgage-backed securities are earning their place in fixed-income portfolios amidst an uncertain rate environment. Teri Savage, Senior Trader on RBC GAM's BlueBay U.S. Fixed Income team, unpacks how securitized sectors are navigating sticky inflation and shifting Fed expectations. Agency mortgages continue to act as a vital defensive anchor for portfolios during periods of broader macro uncertainty. The upward move in 30-year mortgage rates reflects a market transitioning to a higher-for-longer narrative regarding monetary policy. With contained net supply and stable prepayments, mortgage spreads present a highly compelling alternative to corporate credit.

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## Transcript

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