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Inside MBS & ABS

November 26, 2025

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Bank ABS Holdings Decline in 3Q25, Auto Portfolios Grow

TD Bank, the largest bank investor in ABS, increased its portfolio significantly in the third quarter, but most of its peers reported declines. (Includes two data tables.) Read More

Analysts Mull Latest Plan for GSE Reform

Bill Ackman’s plan calls for Treasury to forgive its senior preferred shares, a strategy that some industry observers say would be politically risky for President Trump. Read More

Bank CLO Holdings Decline in 3Q25, BofA Ramps Up

2025 has been a banner year for CLO issuance, mostly from refinance and reset transactions, but bank investment in the sector declined in the third quarter. (Includes data table.) Read More

Blackstone Powers Up Largest CMBS Deal of 2025

The $3.46 billion issuance is one of the largest-ever commercial MBS. The data center deal has 10 co-originators including Citi Real Estate Funding, which funded 15.00% of loans in the CMBS. Read More

ABS Delinquencies Driven Up by Government Shutdown

Impairments on unsecured consumer loans increased the most in Washington, DC, Maryland, and Virginia during October, with borrowers impacted by the partial shutdown of the federal government. Read More

BTFP Usage Widespread During Bank Stress of 2023

The Fed established the Bank Term Funding Program to help alleviate pressure faced by depository institutions holding MBS and other assets with large unrealized losses. Tracking usage of the BTFP in real-time was limited. Read More

Longmark to Issue Its First SFR Securitization

The real estate investment and property management firm’s securitization is sized at $282.4 million. Read More

First Brands Bankruptcy Impacted by Director Move

The auto parts maker removed and replaced its independent directors just before it filed for Chapter 11 bankruptcy, a move that is being challenged in court. Read More

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