Fannie Mae’s MBS Holdings Increase Again in November December 12, 2025 Dennis Hollier Fannie’s MBS holdings spiked to $54.65 billion as of the end of the month.Read More
Short Takes: Bondi Says DOJ Isn’t Investigating FHFA Director Pulte / Fitch Affirms Ratings on Large Nonbanks / New Compliance Dataset From MISMO / FoA Receives Boost From Blue Owl December 12, 2025 Brandon Ivey “There is no investigation into Bill Pulte,” wrote Pam Bondi, U.S. attorney general.Read More
GSE Deliveries by Top Players Decline in November December 11, 2025 Dennis Hollier Among the 10 largest sellers, GSE volume increased on a monthly basis outside of the top three firms.Read More
GSEs Update Guidelines Tied to Fraud December 11, 2025 Brandon Ivey Fannie and Freddie issued separate updates aimed at identifying and preventing fraud in mortgage transactions.Read More
Agency MBS Issuance Hits High for Year in November December 9, 2025 John Bancroft Agency MBS issuance in November hit a level last seen in August 2022 at the tail end of the pandemic-driven mortgage boom.Read More
FHFA’s Fair-Lending Policy for GSEs Unclear, GAO Claims December 2, 2025 Brandon Ivey FHFA disagreed with the GAO's assessment.Read More
Originations Slump Across Products in Third Quarter November 26, 2025 Brandon Ivey The conventional-conforming sector continued to account for the largest portion of originations, with a 52.2% share in the third quarter.Read More
FHFA Announces 2026 Conforming Loan Limits November 26, 2025 Dennis Hollier For one-unit properties, the baseline conforming loan limit will be $832,750 in 2026.Read More
Glimmers of Possibility in Ackman’s New GSE Reform Plan November 26, 2025 Dennis Hollier “We believe that if Treasury decides it wants to forgive the [senior preferred shares], then this plan appears reasonable,” said Keefe, Bruyette & Woods analyst Bose George.Read More
FHFA Increases GSE Multifamily Caps for 2026 November 25, 2025 Brandon Ivey Both Fannie Mae and Freddie Mac will be subject to $88.0 million caps on their multifamily funding volume in 2026.Read More