A relatively small portion of mortgages use eNotes despite the insistence of trendsetters that eNotes have boosted their bottom lines.

Fannie saw a slightly bigger increase in Supers issuance than Freddie did in the first quarter. Ginnie Platinum issuance was down, but the agency led the way in CMO production. (Includes two data tables.)

The rating service last week finalized a methodology update that will allow it to rate securitizations of home equity loans.

The two companies launched a solution to simplify mortgage delivery into the secondary market.

S&P Global Ratings has found that data center ABS ratings look likely to hold up to stress amid the sector’s unprecedented growth.

Soaring oil prices haven’t much dimmed the outlook for aircraft-backed securitizations, which may be less exposed to inflation from the Iran war compared to subprime consumer ABS, according to Goldman Sachs.

A Federal Reserve economist estimates that a one-percentage-point steepening of the yield curve reduces the spread between mortgages and the 10-year Treasury yield by 40 basis points.

MBS investors are likely to charge a pay-up for securities backed by mortgages underwritten with VantageScore — at least until they’re confident prepayment speeds won’t accelerate.

Some large banks repositioned their portfolios to favor Ginnie pass-throughs during the first quarter of 2026, and several regional banks closed mergers that grew their MBS holdings. (Includes two data tables.)

Ginnie Mae President Joe Gormley said changes to the loss-mitigation policies for loans backed by FHA and the Department of Veterans Affairs revealed that some issuers had higher exposure to riskier loans.