Everything looks good for AGNC and other MREIT's right now. Combined with the slow economic recovery, and housing weakness, I can see this being the case through 2012, and then we'll see. Anyone else see it that way?
I think short-term rates are not going up anytime soon. The Fed has not hinted that .... no inflation has appeared yet .... and we need some inflation to try and help with this debt and the housing market. Long-term rates might go up a little, but that's probably a plus re AGNC.