Early-Stage Delinquencies in Agency MBS Increase in 2Q July 24, 2025 Namrata Bhatia Loans one payment past due increased 19 basis points during the second quarter, after declining during the first quarter.Read More
Non-Agency MBS Issuance Continues Rising in Second Quarter July 23, 2025 Namrata Bhatia Issuance through the first half of 2025 was up by nearly 40% compared with the first half of 2024.Read More
Nonbank Share of GSE Servicing Level in 2Q July 22, 2025 Dennis Hollier Nonbanks handled 60.7% of GSE servicing as of the end of June.Read More
MSR Transfers Slow in 2Q, Lag Activity Seen in 2024 July 21, 2025 John Bancroft There was a sharp 20.6% decline in transfers of high-coupon MSR exceeding 6%.Read More
Non-Agency MBS Climbs in 2Q25 July 16, 2025 Abby Zimmardi Issuance increased 17% from the first quarter, with growth primarily driven by expanded-credit mortgages.Read More
Large Sequential Gains for Origination Bellwethers JPM and Wells July 15, 2025 Paul Muolo KBW noted the GOS margin at Wells fell sharply to 45 bp in 2Q25, down 45 bp quarter over quarter...Read More
RMBS Issuance Escalates in 2Q, CMBS & ABS Falls July 15, 2025 John Bancroft ABS issuance fell in some sectors during the second reporting period of the year.Read More
Pay Raises for Mortgage CEOs — But Not for All July 14, 2025 Paul Muolo Some 85% of 2024 comp for Rocket's CEO Varun Krishna came from stock awards.Read More
Non-QM Delinquencies Rising but Some Key Distinctions... July 14, 2025 Brandon Ivey Lenders tightened their underwriting standards somewhat in 2024 issuance, dv01 noted.Read More
Rate-Term Refis Help Push Agency MBS Up in Second Quarter July 11, 2025 John Bancroft Refi activity was up 27.1% from the first quarter and purchase volume rose 19.1%.Read More