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Posted by
Two Blokes Jul 29 -
Filed in
Stock
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3 views
AGNC offers a leveraged play on agency MBS, thriving best in stable, wide-spread interest rate environments, with recent volatility impacting performance. Current management strategy is conservative: high liquidity, lower leverage, and strong hedging to navigate ongoing market uncertainty and preserve dividends. Upcoming lower interest rates and a steeper yield curve, driven by political and economic pressures, are expected to benefit AGNC's returns and valuation.
