Short Takes: Waiting for Details on GSE Reform / Interest Rate Outlook / Delinquencies Stable, Foreclosures Rise / Sales of Existing Homes Slow May 23, 2025 Brandon Ivey "It's difficult for the market to know what to do with this news," said Michael Bright, CEO of the Structured Finance Association.Read More
Trump Considering Ending GSE Conservatorship May 22, 2025 Dennis Hollier Trump noted that Fannie and Freddie are “doing very well and throwing off a lot of CASH.”Read More
Short Takes: House Approved Tax Bill / Home Price Depreciation? / AI Hedge Advising / NPL Buyers May 22, 2025 Brandon Ivey Among many other provisions, the tax reforms included in the bill passed by the House would make the mortgage interest deduction permanent.Read More
Fannie’s Title Acceptance Pilot Moving Forward May 21, 2025 Brandon Ivey The pilot survived as the Trump administration ended a number of pilot programs at the GSEs in recent months.Read More
Short Takes: Home Price Appreciation Slows / Limited Demand for Large Home-Improvement Projects / Applications Decline / Angel Oak Ramping Up MBS Issuance May 21, 2025 Brandon Ivey Annual home price appreciation in April 2025 increased at the slowest rate since 2012.Read More
Non-Agency CMBS Issuance Rebounds in 1Q. However... May 20, 2025 John Bancroft Some $11.98 billion of office-property financing was securitized in the first quarter, more than six times the volume in 4Q24.Read More
April, an Exceedingly Strong Month for Ginnie Issuance May 19, 2025 Emmeline Willey Among the top 20 Ginnie issuers in April, just two were federally insured depositories.Read More
GSE Green, Social Bonds Face Uncertain Future May 16, 2025 Dennis Hollier Social and green bonds from the GSEs have seen strong demand.Read More
Chase Ramping Up Issuance of MBS With Non-QMs May 16, 2025 Brandon Ivey It will be the second issuance this year from Chase on its non-QM shelf, following one deal in 2024.Read More
Refis Drive Agency MBS Issuance Up in April May 15, 2025 John Bancroft April’s gain came mostly from a 32.2% jump in securitization of refinance loans.Read More