The GSEs issued $192.18 billion of Supers in the fourth quarter, a 65.5% boost from the previous period...

Bank holdings of ABS backed by auto loans and financing for businesses rose solidly in the fourth quarter, offsetting declines in consumer and credit card securitizations. (Includes two data charts.)

Freddie Mac saw a big fourth-quarter increase in Supers issuance that appeared to make up for lost ground earlier in the year. All three agencies posted declines in new REMIC production in the fourth quarter. (Includes two data charts.)

Retail typically thrives in heavy refinance markets but that's not where we were in 4Q...

Third-party originators typically do better in strong purchase-mortgage markets, which was apparent again in the fourth quarter of 2022. (Includes six data charts.)

Note: It doesn’t appear that banks are selling MBS in any grand way.

Private MI and VA saw the biggest declines during the period.

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.)