October 16, 2026By Dennis HollierGSE Executives Highlight Improvements in Tough MarketFreddie Mac’s Sonu Mittal and Fannie Mae’s Jake Williamson detailed the GSEs’ challenges and successes in a deeply troubled mortgage market.
October 15, 2026By Dennis HollierEstimating the Impact of the Fed’s MBS Runoff on SpreadsBalance-sheet normalization at the Fed leads to spread widening, but with a significant lag and focused on premium coupons.
October 15, 2026By Dennis HollierGSEs Explain Grace Period for UAD 3.6Fannie/Freddie executives say UAD 3.6 extensions were offered in response to industry feedback, with just 10% of current flow using the new data standards.