If substantial tax reform is enacted, it would likely lead to rising expectations about growth and inflation, leading to a selloff in rates…

Roughly $269 billion of conventional-conforming loans were originated from July through September, according to Inside Mortgage Finance...

MBS-investing REITs boosted their holdings by 10.1 percent on a sequential basis…

Republicans are reportedly on board with the federal MBS guarantee but reluctant to backstop future guarantor entities…

However, a source familiar with the matter stressed that the GSE is merely considering a construction-to-perm product and nothing more.

KBW estimates that if the corporate tax rate falls, Fannie and Freddie, combined, would have to fork over to Treasury an estimated $13 billion to $19 billion…

You might say that Wilbur Ross got out of Ocwen while the getting was good...

“A significant reduction in the corporate tax rate would result in a significant net loss, and that could result in a loss for the year,” said Fannie CEO Timothy Mayopoulos…

Freddie Mac significantly reduced its holdings of nonprime mortgage-backed securities in the third quarter, according to an analysis by Inside Nonconforming Markets. Freddie held $5.14 billion of nonprime MBS as of the end of September, down 52.2 percent from June. The government-sponsored enterprise sold approximately $5.00 billion of its non-agency MBS holdings during the quarter, according to filings with the Securities and Exchange Commission ... [Includes one data chart]

The special qualified-mortgage treatment for home loans eligible for sale to the government-sponsored enterprises is getting more attention lately as some say that it gives Fannie Mae and Freddie Mac an unfair advantage.