Pools of loans secured by property in Florida were the most popular “story” in the first quarter.

April issuance was the highest monthly total since June 2022, when the market was coming down from the euphoria of the COVID-19 rally.

At Freddie, net interest income has increased slightly in every quarter but one over the past three years.

Fannie added MBS at a fast pace and Freddie reduced its whole-loan holdings.

While UWM has repeatedly raised its bid price and made other concessions, Two Harbors has opted to move forward with an acquisition by CrossCountry Mortgage.

Agency loan securitization volume dropped across all three lending channels in the first quarter, though retail lenders increased their footprint by shrinking less than correspondent aggregators or wholesale-broker originators.

After weeks of silence on the status of Fannie Mae and Freddie Mac, President Trump stirred up shareholders this weekend by bringing up the concept of a public offering at two separate events.

In a note to investors last week, Goldman Sachs Managing Director Arun Manohar said he is not particularly optimistic about the longer-term success of VantageScore 4.0 in the agency MBS market.

Higher revenues and lower expenses drive $3.56 billion in first quarter profits for the mortgage giant.

An increase in Fannie's investment losses related to MBS acquisitions was more than offset by a shift from fair value losses to fair value gains.