4 transcripts
EFC
Earnings call transcript
NYSE
2024 Q2
7 Aug 24
advantage of opportunities, especially if we are entering a risk-off environment.
On slide 8, you can see that our total long Agency RMBS portfolio
EFC
Earnings call transcript
NYSE
2024 Q1
8 May 24
. That's a much more conducive environment for spread assets. Implied volatility came down and yield spreads across corporates and most structured products
EFC
Earnings call transcript
NYSE
2023 Q4
27 Feb 24
originator affiliates got a boost during Q4 from some spread tightening and higher loan prices, the high interest rate environment for most of 2023
EFC
Earnings call transcript
NYSE
2023 Q2
8 Aug 23
benefit in a rising interest rate environment, and so they provide an earnings profile that should function as a natural hedge to many of Ellington
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