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Inside The GSEs

February 6, 2026

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M&A Reshapes Conventional Mortgage Market

Mergers caused deliveries of conventional mortgages from Rocket and Bayview to spike, reshuffling the leaderboard for GSE sellers. (Includes two data tables.) Read More

Records Released Under FOIA Add to Tri-Merge Debate

FOIA documents reveal that in 2022 Fannie and Freddie business assessments determined that a single-bureau credit report would be inferior to either a tri-merge or a bi-merge. Read More

The Unintended Consequences of Buying $200 Billion in MBS

The GSEs were already quietly adding MBS to their portfolios before Trump directed them to purchase $200 billion more. Investors may now be paying a price for that intervention. Read More

GSE Stocks Sag as Talk of Exit From Conservatorship Wanes

The same braggadocio that drove GSE stocks higher early in the Trump administration now seems to be holding prices down. Read More

FHFA Directs GSEs to Align Manufactured Home Programs

Newly coordinated standards at the GSEs make it easier for certain factory-built homes to receive site-built financing. Read More

GAO Gives FHFA a Clean Bill of Health

The regulator’s financial statements followed GAAP accounting, but the analysis also revealed $32.9 million in costs associated with elimination of 216 employees. Read More

Freddie Extends Popular Home Possible Offering

Very-low-income homebuyers have another year to take advantage of the $2,500 credit available through the Home Possible mortgage program. Read More

GSE Roundup

CSS takes over MBS disclosures; Calabria joins PCAOB; Treasury/Fannie veteran joins HPC. Read More

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