GSE CRT Issuance Dragged Down by Fannie in 3Q November 20, 2025 Dennis Hollier Combined issuance of CRT notes declined from $2.15 billion in the second quarter to $1.25 billion in the third.Read More
Ackman Offers Revised Plan for GSE Reform November 19, 2025 Dennis Hollier Ackman proposed a timeline that would allow the Trump administration to claim some short-term victories while working toward a larger capital raise.Read More
Refis Boost GSE Deliveries in October November 10, 2025 Dennis Hollier Mortgage deliveries to the GSEs were up 14.5% from September to October, according to data from Inside The GSEs.Read More
GSEs Add Options to Selling Guides November 6, 2025 Dennis Hollier New rep and warrant relief at Fannie; ADUs for manufactured homes at Freddie.Read More
GSE Portfolios Increase to Level Last Seen in 2021 November 4, 2025 Dennis Hollier Holdings of both mortgage-backed securities and mortgages increased during the third quarter.Read More
Short Takes: Income Increases at Freddie Mac in 3Q / Pending Home Sales Level / Rithm Buying Home-Improvement Loans / Nonbanks Deliver Seasoned Jumbos to Redwood October 30, 2025 Brandon Ivey Freddie Mac's income increased by 16.2% on a quarterly basis in the third quarter of 2025.Read More
Short Takes: MSR Availability Declines / Mortgage Payments Via Venmo / Freddie Selling Seasoned Loans / Home Improvement Financing Rising October 28, 2025 Brandon Ivey The amount of mortgage servicing rights available for sale declined during the third quarter of 2025.Read More
GSE Green Bond Issuance Halts in Third Quarter October 22, 2025 Dennis Hollier During the third quarter of 2025, neither Fannie Mae nor Freddie Mac issued a single green MBS.Read More
Lenders Say GSEs Should Be Able to Purchase MBS October 22, 2025 Dennis Hollier Trade groups say allowing the GSEs to fill the gap left when the Fed quit buying MBS in 2022 could lower mortgage rates as much as 30 basis points.Read More
Short Takes: Two Month Decline in Rates Ends / Existing-Home Sales Level / Chase Offers Another CRT-Like MBS / Freddie Selling NPLs September 26, 2025 Brandon Ivey The average interest rate on a 30-year fixed-rate mortgage increased by four basis points from last week to 6.30%.Read More