An advisory group of traders and dealers counsels Treasury on what the runoff means for its auction schedule.

Borrowers with loans in various types of MBS and ABS could be stretched as interest rates increase, according to industry analysts. Prepayment rates are also likely to slow.

Prices paid for scratch-and-dent loans are favorable these days, favorable for sellers, that is.

Loan payoffs through refinancing and the like declined during the fourth quarter while buyouts plummeted. On an annual basis, loan removals were largely flat. (Includes data chart.)

Mortgage-investing REITs are treading water these days, trying to figure out their futures. A good time for stock repurchases, perhaps?

Analysts puzzle over the pace and timing of quantitative tightening, which is expected to widen MBS spreads and raise interest rates.

Fannie removed some loans from its MBS early; Guaranteed Rate restructured a jumbo MBS before issuance; the GSEs are prepping separate risk- sharing transactions.

The number of newly minted Ginnie Mae issuers has fallen dramatically the past year. Something to worry about or the byproduct of the mortgage industry’s cyclicality?

New York-based fintech dv01 used highly focused geographic data to identify MBS investment opportunities.

Margin requirements for trading GSE MBS are on the way; the Fed will end its stimulus-related purchases of agency MBS in March; JPM readies its largest jumbo MBS since 2016.