The consensus is that FHFA Acting Director Sandra Thompson wants to cut LLPAs, but if she does, how do the government-sponsored enterprises pay for it?

October was a strong month for the trading of mortgage securities as investors weighed the prospect of rising interest rates and inflation data.

Fannie Mae knows that the loans in its green programs aren’t necessarily super-green, but officials at the GSEs say incremental improvement in existing buildings is a major goal.

What’s with the amended repo transactions at Rocket and other companies? It could be a case of yearend housekeeping but originations and securitizations are expected to decline next year. Right?

Bridge Investment Group, a major player in the multifamily sector, said the proposed changes to the enterprise regulatory capital framework could actually increase the capital requirements for the GSEs.

New Residential Investment isn’t the only REIT buying up other players in its space. In the commercial sector, there’s Ready Capital.

A modest October rebound in deliveries of refinance loans into agency MBS wasn't strong enough to offset a drop in purchase-mortgage business at Fannie Mae, Freddie Mac and Ginnie Mae. (Includes two data charts.)

Fannie and Freddie pared back their portfolio holdings designated to support future business in the third quarter. Earnings were down from an eight-year high reached in the second quarter. (Includes data chart.)

Even with the clarification, some suggest VA lenders need more details to understand when they may refinance a loan included in a Ginnie-guaranteed MBS pool.

Most MBS market participants expect banks and foreign investors to pick up the slack as the Fed cuts its purchase of agency securities.