Experts at the bond giant criticized the random MBS purchases, GSE public offering plans and guarantee-fee reductions.

Conservative critics of the housing-finance system say preserving the status quo is more likely than a release from conservatorship or a government monopoly.

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.

What the GSEs are worth to the federal government; new MBS disclosures; former Freddie VP resurfaces at the helm of nonprofit.

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

Mergers caused deliveries of conventional mortgages from Rocket and Bayview to spike, reshuffling the leaderboard for GSE sellers. (Includes two data tables.)

The GSEs were already quietly adding MBS to their portfolios before Trump directed them to purchase $200 billion more. Investors may now be paying a price for that intervention.

Some critics argue that forcing Fannie Mae and Freddie Mac to intervene in the mortgage-backed securities market may indicate their recapitalization and release from conservatorship is now on hold.

Freddie multifamily acquisitions more than doubled from the second quarter to the third, suggesting the GSE was responsible for most of the $27.84 billion spike in multifamily debt held in federal agencies and GSE portfolio and MBS.

The president wants Fannie and Freddie to buy $200 billion in agency MBS to lower interest rates and reduce the cost of buying a home. Initial reaction from MBS analysts was mixed.