In a Tuesday social media post, the president conflated the concepts of an implicit guarantee and an explicit guarantee for the GSEs.

President Trump said he’s seriously considering letting Fannie Mae and Freddie Mac go public. Industry participants are now waiting for specific details.

The bureau is entangled in a lawsuit that alleges the agency authorized DOGE employees to access computer systems containing sensitive information.

FHFA’s director alleges that New York State Attorney General Letitia James lied on mortgage applications in order to qualify for GSE loans.

During the early days of the pandemic, mortgage rates dropped, reducing the value of mortgage servicing rights. This month, while tariff-related volatility prompted spreads on agency MBS to widen, lenders selling loans were helped by rising rates, which increase the value of MSRs.

The FHFA director believes mortgage fraud is rampant at Fannie and Freddie. That includes allegations that New York Attorney General Letitia James, a nemesis of President Trump, fraudulently obtained GSE-backed loans. James denies the allegations.

A series of bills proposed by Republicans in Congress would dramatically change how the CFPB operates.

The DOJ in a court filing accused the CFPB employee union of twisting a stop work order at the bureau as being part of a “coordinated campaign” by the Trump administration to eliminate the CFPB.

The Trump administration’s decision to hire the libertarian housing official is a net positive for GSE reform, according to an analyst.

Demand for MBS/ABS remains high, helped by interest rate trends. But President Trump is a wildcard, prompting some caution among investors.