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> At the end of January, foreign countries owned $1.32 trillion worth of U.S. MBS, or 15% of the total outstanding, according to Ginnie Mae. The top owners: Japan, China, Taiwan and Canada.

I'm not sure a fraction of 15% is all that concerning. It especially wouldn't be if there was sufficient liquidity for others to buy up the discounted MBS.

But do mortgage rates follow the price of MBSes? That seems backward. The article says mortgage rates loosely follow the 10y and presumably more closely follow the Fed benchmark.






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