Industry observers believe that could translate into a delay of six to 18 months.

Among those defending the nonbank sector is investment banking veteran and GSE blogger Chris Whalen who released commentary lambasting the FSOC…

The request-for-comment announcement suggests the FHFA might be open to changing its position. Comments are due March 16.

Private MIs insured $60.97 billion of refinance loans delivered to Fannie and Freddie in 2019, more than triple their total for the prior year.

The FHFA has enormous sway over the CSS because of its role as regulator and conservator of Fannie and Freddie. However, once (if) the two are recapped and released, that won’t necessarily be the case…

Stronger GSE earnings will bolster retained capital, which could juice the recap-and-release debate even more…

There’s some skepticism regarding how quickly the FHFA and Treasury might act in 2020…

Meanwhile, when it comes to the top seller/issuers, Quicken Loans was not too far behind market leader Wells Fargo: $126.9 billion to the megabank’s $132.4 billion…