The landslide of new single-family MBS issuance since the pandemic started is yielding a predictable side effect: rising buyback demands from the GSEs. (Includes two data charts.)

The FHA received some help from reperforming loans that had COVID payment forbearance, but the VA has also seen a sharp decline in refinance business. (Includes two data charts.)

Fun fact: The top three "'mREITs" all reported declines in their MBS portfolios. AGNC Investment held the top ranking...

Several top REITs hunkered down in the choppy agency MBS market during the second quarter, while others continued pushing into MSRs and the non-agency mortgage sector. (Includes data chart.)

Most of the modest gain in bank ABS investment came from a handful of large banks buying deals backed by unsecured consumer loans, a fast-growing market. (Includes two data charts.)

The shift toward purchase-money loans helped third-party originators overall, but correspondent production lost out on the growth of non-agency lending in the second quarter. (Includes six data charts.)

The nation's three largest retail lenders during 2Q21: Rocket Mortgage, Wells Fargo Bank and loanDepot...

Nonbank earnings season is over. The bottom line: profits fell, but that was to be expected. The big question: Where do we go from here?

Federally insured depositories reported $3.088 trillion of servicing-for-others at June 30, mostly representing loans residing in MBS trusts...

Year-over-year, Bank of America increased its MBS holdings by a stunning 82.5%.