When it comes to MBS issuance, it was a third-place finish for Fannie Mae...

Fannie Mae and Freddie Mac saw a combined 11.7% increase in securitization of high-balance loans that exceeded the national baseline limit of $726,200 for one-unit mortgages during the third quarter.

Freddie stood out as the only agency to do more single-family business in November than in the previous month, and some of that was because several top sellers shifted some GSE business away from Fannie.

Fannie, Freddie and Ginnie all saw sturdy increases in agency-eligible high-balance loans during the third quarter. The non-agency jumbo market remains significantly bigger, but production fell.

Fitch rated $31.89 billion of non-agency MBS through the first nine months of 2023, which equaled 74.6% of total rated non-agency MBS issuance.

AGNC posted a hefty 19.4% increase in its agency MBS portfolio...

United Wholesale Mortgage ranked as the top producer of purchase mortgages in the first nine months of 2023 with $73.17 billion.

Fitch adjusted its outlook for the mortgage insurance industry from “deteriorating” to “neutral.”

Annaly Capital Management remained the biggest REIT investor in the MBS market, but AGNC Investment gained a lot of ground in the third quarter. (Includes two data tables.)

The red-hot vehicle ABS market saw intense competition between S&P and Fitch for ratings supremacy. Kroll rode the resurgent ECM MBS market to boost its share of rated issuance. (Includes two data tables.)