Investors poured $33.8 billion into U.S. stocks in the past week, with funds collecting the third-largest weekly haul since 2022, according to TD Securities. Global equities also saw inflows, snapping two-weeks of outflows,

In its filings, AGNC has indicated that, based on its portfolio at the end of June, a 25-basis-point narrowing in the MBS-to-Treasury spread would have a 12.6% positive impact on its book value, while a 50-basis-point narrowing would have an over 25% positive impact. This is a bit more of a benefit than Annaly would see.

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Some analysts had said the 50 basis point cut was already priced in by the market, but others said it would be positive for emerging markets such as India, bringing greater foreign inflows over time.