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value/income - The 0.7x price-to-book ratio attracts value investors betting on book value recovery…
Very high sensitivity with complex dynamics.
Watch on earnings: High yield credit spreads (BAMLH0A0HYM2) as proxy for mortgage credit spread movements, 30-year mortgage rates and mortgage-Treasury spreads affecting refinancing activity, Federal funds rate and 2-year Treasury yield for financing cost trends.
One Sentence Summary:
Ellington Financial: the story is balanced — mortgage credit spreads (oas) on non-agency rmbs - tightening spreads drive mark-to-market gains.
Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.
