A remote workforce and growing demand for energy-intensive artificial intelligence are driving investors to ABS financing for data centers and fiber optic internet.
Although delinquencies are higher for certain consumer credit sectors compared to recent years, fundamentals are holding up and analysts are becoming more optimistic about the economy’s performance in the remainder of 2025.
Removing the capital gains tax on home sales wouldn’t necessarily be an effective method of increasing housing supply, and effects on the mortgage market would be limited, according to industry analysts.
The delinquency rate on FHA loans in Ginnie MBS inched up at the end of the second quarter, with the share of seriously delinquent loans declining. The reading on VA loans past-due dropped. (Includes four data tables.)