Catalyst
The commercial mortgage REIT sector appears to be on the cusp of recovery due to improving returns, expectations of interest rate cuts, and increasing loan originations.
J.P. Morgan Research anticipates REIT earnings growth will accelerate to nearly 6% in 2026, supported by stable fundamentals and increased investment activity.
Risk
Technical indicators show the market is in a volatile state with no clear direction and bearish signals are dominant.
Fund flows across all size buckets are negative, indicating continued lack of institutional and retail confidence in AGNC.
Generated at21:2701/18/2026by
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