The average daily trading volume in agency MBS spiked to a yearly high in September. But what will the Fed do next regarding rates?

The White House plans to nominate someone to lead Ginnie Mae but given the current political turmoil in Washington, is this a pipe dream? Investors don’t seem worried about the agency, at least not yet.

Are settlement talks heating up between GSE shareholders and Uncle Sam? Hard to say, but at least the housing-finance train is on the move.

The recap and release of Fannie Mae and Freddie Mac could be a bonanza for investment banking/advisory firms that assist the government. There might be four contracts overall.

Ginnie Mae, the government guarantor that backs $2 trillion in mortgage assets, still doesn’t have a permanent president even though the election took place three years ago. Will anything change?

The debate that won't go away: Nonbank risk to the financial system. Time to worry? The CSBS weighs in.

One of these days, Fannie and Freddie will need to raise capital by selling stock. Rumor has it that institutional investors are already being courted, including Berkshire Hathaway.

Low interest rates, along with better alignment of incentives between issuers and investors, are helping boost demand for securitized assets.

REITs, which have become key investors in MBS and MSRs, may get another crack at FHLB membership if the Trump administration gets its way. The golden chalice: discount advances available via the borrowing window.

Might REITs regain access to the FHLB system after all? It’s hard to predict but Redwood Trust and others remain hopeful thanks to the recent Treasury blueprint on GSE reform.