Slow runoff speeds mean that low-coupon MBS make up a growing share of the Fed’s balance sheet. Does that mean the Fed will begin selling MBS outright?

Manufactured housing loans remain a tiny fraction of GSE acquisitions, but that share has nearly doubled since 2019 and plays an important role in spec pooling.

Third-quarter profits at the government-sponsored enterprises go up and down with their credit reserves. (Includes data table.)

A panel of mortgage industry veterans concluded that the best scenario MBS investors can hope for in the upcoming election is that neither side wins a clean sweep of the presidency and Congress.

An expansion of publicly held agency MBS means that primary dealers’ MBS holdings have also grown, filling a void left by the Fed.

SFA restarted its RMBS Symposium event this week, with an agenda driven by issues under consideration at committees and task forces within the association.

Common Securitization Solutions looks to use its data and risk management skills to expand the services it provides the GSEs.

Portfolio restructuring by the Federal Reserve accounted for about a third of new Fannie and Freddie Supers issuance in the second quarter, but volume is slowing down. (Includes two data tables.)

The Heritage Foundation’s Project 2025 calls for the end of the GSE conservatorships and a dramatically reduced role for the Fed.

The non-agency market could gain from a reduction in GSE loan limits, revision in capital requirements for banks and updated requirements for publicly registered securitizations.