花旗：机构抵押贷款支持证券周报-供应情况变化

The next agency MBS weekly will be published on May 30, 2025. 16 May 2025 12:18:00 ET │ 23 pages Agency MBS Weekly Supply Gets Mowed CITI'S TAKE We project private market supply to be $394bn for 2025, ~$20bn lower than our previous projection. The reduction in private market supply should be a tailwind for the sector, but near-term supply could increase due to summer seasonals. Fed custody holdings data showed another $10bn reduction in Treasury holdings between May 7th and May 14th, and uncertainty remains ...