Fannie Mae and Freddie Mac are taking different approaches to unloading the reperforming loans in their portfolios.

Top life insurance companies increased their ABS holdings substantially in 2020 and commercial MBS investment was up as well. But residential MBS portfolios declined. (Includes data chart.)

Overnight repo rates are exceptionally low and even dipped below zero, helping to reduce funding costs for investments in agency MBS.

If you want to be a player in Ginnie Mae early buyouts, you’ll need cash, lots of it. But is the window starting to close?

Trading desks had a busy month in February as rising rates caused participants to act. Where do we go from here? Good question.

The Federal Reserve wants to continue buying agency MBS at its current pace, which should keep rates and spreads down for the foreseeable future.

If you’re interested in buying delinquent FHA/VA mortgages out of MBS pools, one shop, PennyMac, reveals just how much money you can make.

Bank of America increased its MBS portfolio by a whopping $93.5 billion during the fourth quarter. Big gains were also reported by Chase, Schwab and Truist. (Includes two data charts.)

Read the tea leaves: Rising rates and a jump in MBS activity could portend trouble up around the bend.

So far, performance of the multifamily businesses of Fannie Mae and Freddie Mac in 2021 resembles 2020. It’s not clear if these similarities will persist.