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Home » Authors » Paul Muolo

Articles by Paul Muolo

Short Takes: In Mortgage Firms We Trust / Ring the Bell? / Starwood’s New Non-QM Deal / Lakeview Top Buyer of Flow MSRs / The 10-Year?

August 4, 2020
Paul Muolo and Brandon Ivey

Lakeview Loan Servicing was the top buyer of flow mortgage servicing rights in the second quarter with acquisitions of $14.6 billion...


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Another Decline in the Overall Forbearance Reading, Except in the Ginnie Sector

August 3, 2020
Paul Muolo

In a statement, MBA Chief Economist Mike Fratantoni said, “The job market has cooled somewhat over the past few weeks, with layoffs increasing and other indications that the economic rebound may be losing some steam because of the rising COVID-19 cases throughout the country. It is therefore not surprising to see this situation first impact the Ginnie Mae segment of the market.”


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Short Takes: FHFA Hikes GSE Liquidity Measurement / Reduced NII? / However… / Sprout Behind New CS MBS / 6 Out of 20: Where Have All the Bank Servicers Gone?

August 3, 2020
Dennis Hollier, Paul Muolo, and Brandon Ivey

Fun fact: Among the nation’s top 20 residential servicers in 2Q20, just six were depositories...


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Historic Lows: UMBS Getting Produced at Coupons of 1.5%

August 3, 2020
Paul Muolo

An MBS that yields 1.5%? Hard to fathom.


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Ginnie ‘Eagle’ Applications at Low Levels

August 3, 2020
Paul Muolo

The lower readings might suggest a lack of interest in FHA/VA lending but that’s hardly the case given the continued strong production numbers…


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The Inherent Value of Rocket Companies: $44 Billion

July 31, 2020
Paul Muolo
On Thursday, Rocket Companies, the parent of Quicken Loans, will debut on the NYSE. If warmly received, the mortgage IPO could pave the way for other deals.
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Short Takes: The GSE ‘Re-IPOs’? / Maximizing the Return on Fannie and Freddie / Treasury Brain Drain? / Share Price Hardly Budges / The Merger Agreement That Refuses to Die

July 31, 2020
Paul Muolo

The analyst (and others) reminds us about a lack of personnel at Treasury and a dearth of institutional knowledge about the GSEs. If we are indeed in the final days of the Trump administration, political appointees will be tweaking their resumes and contemplating greener pastures…


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Next Week’s Big Event: Rocket’s IPO

July 31, 2020
Paul Muolo

Rocket's "virtual" IPO roadshow is currently underway...


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Ginnie Not Exactly Swamped with New Issuer Applications

July 30, 2020
Paul Muolo
Where are all the Ginnie Mae applicants? The waiting list has dwindled to a trickle. Reason: The pandemic and related issues.
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New Rez Settles Non-QM Case with Priority Financial

July 30, 2020
Paul Muolo
Priority Financial had sued New Residential for reneging on commitments to buy its production during the height of the pandemic. The company also filed similar charges against Angel Oak.
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