Commercial banks, mutual funds and other investor groups scooped up the massive deleveraging of MBS by REITs at the end of the first quarter. Since then, the Federal Reserve has added $408 billion to its agency MBS holdings. (Includes two data charts.)

There’s a growing fear that Ginnie Mae buyouts may soon spike as nonbanks join the “party” to protect themselves.

To ensure the uniform MBS is a “continued success,” the FHFA has asked Fannie and Freddie to be watchful of “key patterns and measures.”

The MBS liquidity crisis is over. Was it ever serious? We may never know and you can thank the Federal Reserve.

The market for REITs that invest in agency MBS is looking a lot better than it was in April. Meanwhile, AG Mortgage Investment Trust reached a $5.0 million settlement with Royal Bank of Canada.

Nonbank Ginnie Mae issuers increased their borrowings under the PTAP program in May but not significantly. Next up: FHA’s forbearance policy on loans in progress.

The new FHFA-sponsored capital rule is finally here. But how long will it take for Fannie and Freddie to meet the standard before they can be released from conservatorship prison?

Certain nonbanks in the MBS market can tap liquidity through new borrowings but terms can be pricey. Case in point is New Residential.

Bank of America issued a $1 billion social bond to combat the economic impact of the coronavirus, the first U.S. commercial bank to do so.

All 17 publicly traded REITs reported double-digit declines in their MBS portfolios during the first quarter, with six institutions now with portfolios less than $1 billion. (Includes data chart.)