Insurance companies are making a splash in the MBS market, as a number of different investor classes are tapping the agency — and non-agency — sectors. (Includes two data tables.)

In the short term, there could be some volatility in the agency MBS market as investors adjust to the Fed’s moves. Longer term, volatility is expected to recede, helping investors in agency MBS.

Foreign demand is an area of focus for Ginnie as the Federal Reserve has scaled back its purchases of agency MBS.

In an election year, some politicians might offer the impossible — like GSE reform. Trump appears to be there. But Harris?

SFA restarted its RMBS Symposium event this week, with an agenda driven by issues under consideration at committees and task forces within the association.

Initial details on the planned re-proposal suggest that banks will benefit from the mortgage concessions by federal regulators.

S&P gave the revised framework a light green rating, which signifies that it helps promote activities to avoid emissions.

Federal Reserve Vice Chair Michael Barr plans to recommend retaining capital requirements for unrealized losses on MBS held in bank portfolios. This provision was in response to the 2023 banking crisis.

The court said a non-signatory to an agreement, in this case Ginnie Mae, cannot lay claim to the benefit of a forum selection clause.

Cash-out transactions still account for most agency refinance activity, but August brought a surge of rate-term refis into agency MBS, with the biggest increase in the Ginnie Mae market. (Includes two data tables.)