Fannie’s MBS holdings spiked to $54.65 billion as of the end of the month.

The growing securities holdings in Fannie’s retained mortgage portfolio include a large share of non-Fannie agency MBS.

Treasury researchers develop new measures to predict interest rates on mortgages using shifts in MBS prices.

Long-time industry analyst Chris Whalen said the GSE plans to disqualify some types of capital from use to calculate net worth.

Among the 10 largest sellers, GSE volume increased on a monthly basis outside of the top three firms.

Beginning March 3, seller/servicers that use artificial intelligence or machine language in the origination of loans sold to Freddie must ensure those systems comply with applicable law.

UWM, Rocket and Pennymac all sold fewer mortgages to the GSEs in November than in October. That contributed to a 1.3% monthly decline in GSE MBS issuance. (Includes two data tables.)

The growing sophistication of AI use is now reflected in an updated policy to manage the risk associated with the tech.

After months of investigating Trump critics over allegations of mortgage fraud, FHFA Director Bill Pulte increasingly finds himself the target of investigations into possible episodes of misconduct and the misuse of power.

Industry observers note that, despite its bold pronouncements about a public offering for the GSEs, the Trump administration still has not addressed the key issues that make this a risky proposition.