Subject: Mortgages
https://www.cnbc.com/2025/04/0...

The second order impacts are starting to get some attention....

But there is another, even bigger, concern for both mortgage investors and for the all-important spring housing market. What if China, one of the largest holders of agency mortgage-backed securities, or MBS, decides to sell those holdings as well in response to the U.S. trade policies. And what if other countries follow?

tecmo
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