The baseline agency conforming loan limit likely will rise slightly next year…

According to Treasury Department reports, overseas investors held $821.3 billion of Fannie, Freddie and Ginnie MBS at the end of June, a 5.0 percent increase from March.

Meanwhile, bank whole loan portfolios have been increasing – largely because of the resurgence of jumbo mortgage originations, along with the recovery in home-equity lending.

A group of 13 publicly traded lenders reported a combined $1.72 billion in production and secondary marketing income for the second quarter.

All of the second-quarter increase can be attributed to Bank of America, which reported $372.0 million in repurchases for the period – up $67.0 million from the first quarter.

Fannie and Freddie could top last year’s $824.8 billion in single-family MBS issuance by the time 2016 is over…

The analysis, the first of its kind, was based on new Inside Mortgage Finance surveys that drew results from a broad sample of banks and nonbanks of all size classifications.

Banks held about 18.6 percent of total ABS outstanding.

Meanwhile, as home equity originations improve, the outstanding supply of home-equity debt continues to decline.

Fannie, Freddie and Ginnie issued a combined $138.25 billion of single-family MBS in August, their strongest aggregate monthly output since July 2013.