October 24, 2025 | Inside Mortgage Finance

Investors Showing Exceptionally Strong Demand for MBS, ABS

The sentiment among investors at the ABS East conference this week was overwhelmingly positive. Attendance at the event hit a record, and investor demand for MBS and ABS is expected to remain strong into 2026, buoyed by anticipated interest rate cuts by the Fed. Read More

Resets Drive Huge Increase in CLO Issuance in 3Q

CLO reset transaction volume more than doubled from the second quarter to the third to account for 62% of total CLO issuance. New CLO issuance was running about 11% ahead of the pace set in the first nine months of 2024. Read More

Pressure Builds for GSEs to Add to MBS Holdings

Trade groups representing smaller lenders called on the Trump administration to prompt the GSEs to increase their holdings of MBS as a way to reduce mortgage rates. Read More

Spec-Pool Share Rises in 3Q, Shift to Empire State

Issuance of specified-pool MBS in the third quarter was up 21.5% at Freddie Mac. The biggest increase was in pools of loans on New York properties. Read More

As MBS Spreads Shrink, Profits Head North

Real estate investment trusts that focus on agency MBS increased their earnings in the third quarter, helped by interest rate trends. Read More

Using CRT Data to Evaluate Credit Score Models

Researchers at S&P Global used the difference between Classic FICO scores and the scores of VantageScore 4.0 to assess the impact of trended data. Read More

Blockchain Platform in Talks to Go Public Via SPAC Deal

Securitize could become a public company through a merger with Cantor Equity Partners II, a blank-check company, in a combination valued at $1 billion. Read More

CREFC Offers New Disclosure Standards for CLOs

The Commercial Real Estate Finance Council launched a tool this week to standardize performance reporting for commercial collateralized loan obligations. Read More

Inside MBS & ABS

October 23, 2025

View Archived Issues

Investors Showing Exceptionally Strong Demand for MBS, ABS

Resets Drive Huge Increase in CLO Issuance in 3Q

Pressure Builds for GSEs to Add to MBS Holdings

Spec-Pool Share Rises in 3Q, Shift to Empire State

As MBS Spreads Shrink, Profits Head North

Using CRT Data to Evaluate Credit Score Models

Blockchain Platform in Talks to Go Public Via SPAC Deal

CREFC Offers New Disclosure Standards for CLOs

Latest Imf News

Mortgage Buyback Activity at Banks Down Somewhat in 3Q

NCRC Launches Fair Lending Tip Line

Locks for Refis Trail Off in November

Citi Broadens Prime Non-Agency MBS Issuance With Higher LTV Ratios

Featured Data

Nonbanks Post Small Drop in Mortgage-Banking Income

Bank MSR Portfolios Shrink Slightly, Valuation Strong

Bank ABS Holdings Decline in 3Q25, Auto Portfolios Grow

Lending Slows Across Products in Third Quarter

Featured Reports

Lender Profiles 2Q25: Top 25 (PDF)

GSE Repurchase Activity: Cumulative to Second Quarter 2025 (PDF Format)

Mortgage Profitability Report 2Q25 (PDF)

IMF HMDA Dashboard: 2024

Featured Poll

As homeowner equity continues to build, more and more lenders are launching home equity lending products. Are you thinking of joining this market?

Inside MBS & ABS

October 23, 2025

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As homeowner equity continues to build, more and more lenders are launching home equity lending products. Are you thinking of joining this market?