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Home » Authors » John Bancroft

Articles by John Bancroft

ABS Issuance Started Strong in 2020 but Now Awaits TALF

April 17, 2020
John Bancroft

Some $56.56 billion of ABS were issued in the first quarter of 2020, a sturdy 20.1% sequential gain, according to exclusive figures compiled by Inside MBS & ABS...


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ABS Starts Strong in 2020, Now Waiting for TALF

April 16, 2020
John Bancroft
Securitization of vehicle finance was the strongest component in the ABS market as new issuance rose 40.2% from the fourth quarter. Auto ABS are likely to be among the first to reemerge from the pandemic collapse. (Includes two data charts.)
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Ginnie Gains Market Share in Single-Family MBS Servicing

April 16, 2020
John Bancroft
The economic impact of the coronavirus is smacking headlong into two unmovable trends: the growth of the Ginnie servicing market and the expansion of nonbank servicers. (Includes two data charts.)
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Heads Up: Evidence of a Delinquency Deluge is Here (Ginnie)

April 15, 2020
John Bancroft

Ginnie MBS data show an increase of 72,224 loans recorded as 30 days past due from February to March. Some 56,266 of those newly delinquent loans were FHA-insured.


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The GSEs More Risk Averse in 1Q20? You Bet

April 15, 2020
John Bancroft

Only 11.22% of purchase-money mortgages purchased by the GSEs in the first quarter had FICO credit scores below 700. That was down from 12.05% in the fourth quarter and 14.66% a year ago.


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GSE MBS Production Softened in 1Q20, Nonbanks Lose Market Share

April 13, 2020
John Bancroft

In a nutshell, depository institutions managed to increase their sales of refinance loans sequentially while IMBs saw a drop...


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Primary MI Business Down in 1Q20 Agency Market

April 10, 2020
John Bancroft
California was the biggest source of first-quarter primary MI business, getting a big boost from refinance activity. (Includes data chart.)
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Non-Agency MBS Issuance Slump Expected to Last All Year Long

April 10, 2020
John Bancroft

Blood on the Non-QM tracks: Production plummeted 69.8% in March to just $3.51 billion, the lowest monthly volume since December 2017.


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GSE Credit Trends Lean More Risk Averse in 1Q20

April 10, 2020
John Bancroft
A smaller share of Fannie/Freddie purchase loans fell in the highest-risk category during the first quarter of 2020, although there was an upswing in higher-risk refinance loans. (Includes two data charts.)
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GSE MBS Volume Softens in 1Q20, Bank Share Rebounds

April 10, 2020
John Bancroft
Nonbank market share declined slightly in the first quarter largely because depository institutions were selling older loans to Fannie and Freddie. Refi business ramped up in March. (Includes two data charts.)
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