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Inside MBS & ABS

July 31, 2025

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CLO Resets Slow in 2Q25 But New Issuance Booms

CLO restructuring and refinance activity fell significantly in the second quarter from the booming levels of the previous six months, but new issuance saw strong growth. (Includes data tables.) Read More

Market Navigates Insurer Appetites for ABS

Financial players are trying to get ahead of possible risks as insurers increasingly diversify their portfolios with private credit. Read More

GSE Profits Weather a Tough Mortgage Market

When acquisitions at the GSEs are slow, their mortgage and liquidity portfolios play a larger role in earnings. (Includes data table.) Read More

Agency MBS Investors Comfortable With Trump, GSEs

President Trump said he plans to maintain an implicit guarantee for the GSEs if they’re removed from conservatorship. Prominent agency MBS investors expressed relief about the administration’s stance on GSE reform even though they don’t expect near-term action. Read More

Fitch Proposes Looser Criteria for Non-Agency MBS

Fitch Ratings proposed changes to its rating criteria for non-agency MBS. If implemented, 10% of outstanding residential MBS ratings by Fitch will be upgraded. Read More

Positive Outlook for Consumer ABS Despite Pressures

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. Read More

Subordinate Investors Prevail in RMBS Lawsuit

A court sided with junior bondholders, directing the trustee of certain legacy non-agency MBS to treat loss recoveries as subsequent recoveries. Read More

Rithm Partners With Outside Investor on RTLs

Rithm is partnering with an unidentified large institutional investor to buy up to $1.5 billion of RTLs. Read More

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