Ordinarily, an economic recovery is a good thing for companies. But that's not necessarily the case for mortgage REITs. Ilan Moscovitz and Austin Smith discuss why a stronger economic recovery could lead to a reversal of fortunes for unusual dividend payers, including American Capital (AGNC -0.39%), Annaly Capital (NLY -1.15%), and Armour Residential (ARR -0.58%). Watch the video below for Ilan's take on the effects that unemployment and inflation could have on interest rates.