GSEs delay UCD timeline; updates on Pulte’s legal battles with Trump opponents; Fed’s MBS holdings continue to dwindle; Opendoor to partner with Fannie’s Title Acceptance Program.

Analysts are increasingly skeptical that the Trump administration will follow through on plans to recapitalize and release the GSEs. Some seek broader reform.

New directives would improve collateral transfers between FHLBank members and the Federal Reserve and improve access to longer-term advances.

Although neither housing EO released last week by President Trump mentions them by name, it’s clear Fannie Mae and Freddie Mac will have a hand in implementing the proposed policy changes.

FHFA greenlights the use of actual cash value insurance to cover the roofs of condos; all other elements of the project will still require replacement value policies, though.

An OIG audit of legal services payments at FHFA found that the agency spent $15.6 million on outside counsel over the 12 months ending March 2025. FHFA will follow recommendations from the OIG to improve practices involving legal services.

Plaintiffs in Fairholme Funds v. FHFA, a landmark case in which a jury awarded GSE shareholders $612 million for damages resulting from the net worth sweep, seek more restitution on appeal.

New research — commissioned and funded by VantageScore — attempts to estimate the cost savings created by future competition between VantageScore and FICO.

AI controversy; FHFA faces FOIA lawsuit; Fannie prices tender offer; new CRT deals; Freddie creates disaster hotline.

The White House may face some opposition from its own party if it moves toward major GSE reform without Congress.