Spec Pool Share of GSE MBS Issuance Down in 2Q July 30, 2025 John Bancroft Much of the downturn was in pools with high concentrations of loans that accomplish GSE missions and other social goals.Read More
A Nice 2Q Profit for Rithm, But GOS Declines July 28, 2025 Paul Muolo At June 30, Rithm's owned mortgage servicing rights totaled $593.0 billion.Read More
FHA Late Payments Inch Up at Mid-Year July 28, 2025 Emmeline Willey Lakeview, the largest servicer of FHA loans in Ginnie MBS, had 3.5% of these mortgages in the 90-plus-day category.Read More
Originations Up 13.3% in First Half of 2025 July 25, 2025 Brandon Ivey The spring homebuying season and some refinance activity helped to boost production thus far this year.Read More
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