Angel Oak Macro Blitz

This month’s episode examines a stronger-than-expected payroll report that signals continued economic resilience—but with key caveats around sustainability. The team connects the dots across shifting Federal Reserve expectations, rising yields, and growing signs of consumer strain to deliver a more nuanced outlook for the second half of 2026. __________ Investing involves risk. Principal loss is p...

After years on the sidelines, banks are returning to mortgage-backed securities. This episode explores the forces driving the shift, from stronger balance sheets to a steepening yield curve, and what it signals for long-term MBS demand. __________ Investing involves risk. Principal loss is possible. Investors should carefully consider the investment objectives, risks, charges and expenses of the A...

The team breaks down a pivotal moment for markets: a cooling labor backdrop, inflation eventually easing toward the low-2% range, and the prospects of a new Federal Reserve chair who could meaningfully reshape policy. From shifting consumer behavior to potential balance-sheet tightening, the discussion spotlights the key developments investors should watch as 2026 begins. __________ Investing invo...

In this episode, we delve into the Federal Reserve’s unexpected tone shift following its latest interest rate cut, explore the outlook for the yield curve, and discuss the conclusion of quantitative tightening. __________ Investing involves risk. Principal loss is possible. Investors should carefully consider the investment objectives, risks, charges and expenses of the Angel Oak Funds. This and o...

With key economic data on hold due to the government shutdown, this month's installment dives into what labor market trends, Federal Reserve interest rate cuts, and falling mortgage rates could mean for investors heading into year-end. __________ Investing involves risk. Principal loss is possible. Investors should carefully consider the investment objectives, risks, charges and expenses of th...

This episode looks at how shifts in Federal Reserve policy, labor markets, and housing trends are shaping fixed income opportunities. The team also discusses consumer sentiment and its potential impact on fixed income portfolios heading into 2026. __________ Investing involves risk. Principal loss is possible. Investors should carefully consider the investment objectives, risks, charges and expens...

Check out the first episode of the Angel Oak Macro Blitz podcast, where we break down the June jobs report, inflation trends, housing market data, and what it all means for Federal Reserve policy in the months ahead. __________ Investing involves risk. Principal loss is possible. Investors should carefully consider the investment objectives, risks, charges and expenses of the Angel Oak Funds. This...