Short Takes: Second Criminal Referral Against Fed's Cook / Investors Buy Close to One-Third of Homes / Transunion Data Breach Exposes Millions of Customers' Data August 29, 2025 James Dohnert FHFA Director Bill Pulte announced on X that there's a new allegation of mortgage fraud against Federal Reserve Governor Lisa Cook.Read More
Rocket/Mr. Cooper Merger Gets Nod From FHFA August 27, 2025 Dennis Hollier The regulator, though, says no market participant can account for more than 20% of the GSEs' servicing market.Read More
GSE Purchases of Credit Insurance Down in 2Q August 26, 2025 Dennis Hollier Freddie Mac credit insurance increases raised the numbers for both GSEs in the second quarter.Read More
Some Anxiety in Secondary Market on Potential GSE Reform August 22, 2025 Dennis Hollier Libby Cantrill, a managing director and head of public policy at PIMCO, warned that the administration’s concept is beset with problems.Read More
GSE Securitization Down in July as Refi Deliveries Slow August 21, 2025 Dennis Hollier Refi deliveries declined by 22.4% from June.Read More
Retail Channel Loses Some Share in Agency Market August 20, 2025 Andras Malatinszky The retail segment, with a market share of 42.7%, maintained a narrow lead ahead of correspondents in the second quarter.Read More
Short Takes: Upgrades for GSE CRT / Housing Starts Increase / Housing Market Slows in CA / Figure Stays Busy With HELOC Securitization August 20, 2025 Brandon Ivey “The entire portfolio has experienced overwhelmingly positive rating pressure,” Fitch said of GSE CRT issuance.Read More
Short Takes: New Details on The Great American Mortgage Corp. / Mortgage Applications for New Homes Up / Annaly’s Expanded-Credit MBS Issuance Humming August 19, 2025 Brandon Ivey The Trump administration is describing The Great American Mortgage Corp. as "the all new Fannie Mae and Freddie Mac: bigger and better than ever."Read More
Fannie Publishes Return on Equity. (It's Complicated) August 18, 2025 Dennis Hollier A footnote in Fannie’s second-quarter earnings presentation explains the calculation.Read More
Private MI Activity Rises With Purchase Mortgages in 2Q August 15, 2025 John Bancroft Private MI covered 16.4% of new mortgage production in the second quarter.Read More