The FHFA's National Mortgage Database offers interesting comparisons between the GSE market and conventional-conforming loans that are funded elsewhere. (Includes data chart.)

Chase and Citi both added Ginnie Mae MBS to their portfolios during the fourth quarter, but overall bank investment in the market continued to taper off. (Includes two data charts.)

Despite a downward spiral in new business and losing share to FHA, private MIs continued to report support strong earnings in the fourth quarter. Delinquency trends are edging up. (Includes three data charts.)

Lodging was the only major property type to get traction in the fourth quarter.

Most of the major property groups in non-agency CMBS saw hefty declines in securitization in the fourth quarter, though lodging was stronger than most. Agency multifamily MBS was down in 2022 despite a modest fourth-quarter gain. (Includes two data charts.)

Government-insured lending looked almost alive in comparison...

Government lending accounted for a rising share of first-lien originations in 2022 largely by taking in higher-risk loans. The steepest decline in the fourth quarter was in conventional-conforming production. (Includes two data charts.)

Note: Once upon a time, Wells regularly was the top bank in the business...

The industry goliaths reported huge declines in earnings from their mortgage banking operations in the fourth quarter, driving the sector to its weakest profits in more than a decade. (Includes data chart.)

Ginnie, by the way, ranked as the top agency MBS issuer for the fifth straight month.