“.. lenders have stopped pretending … The delinquency rate for office loans in commercial mortgage-backed securities climbed to a record 12.34% in January, the highest level since .. 2000.”

".. lenders have stopped pretending .. .. The delinquency rate for office loans in commercial mortgage-backed securities climbed to a record 12.34% in January, the highest level since .. 2000." 👇🏼 pic.twitter.com/d3N92Hr4YR — Kalani o Māui (@MauiBoyMacro) February 17, 2026 …

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Fed’s QT Surprise! Powell Announced That Maturing Mortgage-backed Securities (MBSs) Will Be Reinvested Into Short-term Treasury Bills

by confoundedinterest17 Like tuna surprise (bleech!!), Fed Chair Powell announced a move towards reinvesting maturing MBS into ST Treasury bill decreasing the duration of The Fed’s balance sheet. Fed’s QT Surprise: Powell announced that maturing mortgage-backed securities (MBSs) will be reinvested into short-term …

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