Economists at Fannie Mae project that interest rates on mortgages will fall throughout 2026 while MBA's economists see rates rising through September.

MBA projects that the unemployment rate will rise from 4.4% in the first quarter of 2026 to a peak of 4.7% in the third quarter.

GSE buybacks in 2025 were down 12.8% from 2024 and represented the lowest annual total since 2020.

Home prices increased by 0.1% on a monthly, seasonally-adjusted basis, according to Redfin.

New partnerships are slated to yield an AI-powered originations platform in one case and preferred mortgage rates and homebuying advice as an employee benefit in another.

Some $2.71 trillion of Ginnie servicing was outstanding as of the end of 2025, up 6.8% from 2024.

“The risk,” said Mario Ichaso, a trading desk strategist at Wells Fargo, “is that stagflation becomes the common, more dominating view, and mortgage spreads could widen in that situation.”

Goldman Sachs launched two prime non-agency MBS and a HELOC securitization Thursday.

"We may still see the 30-year dip back below 6%, but a refinance rally feels farther away than it did a month ago," said Eric Orenstein, a senior director at Fitch Ratings.

The $87.67 billion of removals were largely tied to borrower payoffs.