Three topics — ESG, COVID and George Floyd — dominated the past year in the mortgage market and will shape the GSEs’ future.

Investors bought more MBS in September than August if trading numbers are any indication. Meanwhile, all eyes are on the Fed and the question of tapering.

The central bank may reduce its purchase of new agency MBS, but experts say it’s unlikely to allow current holdings to roll off. That reinvestment strategy means the Fed’s post-taper purchases could approach $60 billion in MBS a month.

A slowdown in primary market originations and new Ginnie MBS issuance is reflected in lower loan liquidation as borrower payoff remains the largest reason for removal.

The American Bankers Association called for a measured approach to the implementation of any capital requirements for single-family MBS issuers.

The Fed will stop being the hog at the MBS trough, one of these days. Ramifications and opportunities for other buyers?

Investors purchase REIT stocks because of the dividends they provide. But with rates heading higher, which firms should be avoided?

Changes implemented in response to the financial crisis of 2008 helped the MBS and ABS markets perform better than expected at the onset of the pandemic.

FBOP, a bank holding company whose subsidiaries once owned nearly $1 billion in GSE shares, has joined the ranks of plaintiffs suing the government for destroying the value of those shares. Is it too late?

Issuance of CLOs is surging as investors gain confidence in the asset class. Refinances of deals issued two years ago are also helping.