Treasury / SOFR rates are down (with increased likelihood of cuts) but presumably spreads would be up (by a larger margin). Net-net this results in more expensive financing. Is my lay person's assessment accurate?
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This is complete mayhem, literally zero point in trying to make any predictions at the moment.
Yesterday, treasury rates were anywhere from 30-35 bps lower than last Friday. Agency spreads were 10-12 bps wider and life companies were 15+ wider during that same period. Net net, more competitive (cheaper) financing.
We signed up a LifeCo deal at 150 bps over the 10 year yesterday, which was the same spread we were quoted before the massive fall in rates.
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