August 27, 2026By Namrata BhatiaBanks See Modest Increase in MBS Holdings, Ginnie GainsMost of the increase in banks’ MBS investment was in Ginnie Mae pass-throughs, which grew a modest 1.5% from the first quarter. Holdings of non-agency securities declined. (Includes two data tables.)
August 27, 2026By Dennis HollierTreasury Buybacks Slow to Impact MBSIndustry observers don’t expect the move to prompt major declines in interest rates this year.
August 20, 2026By Dennis HollierRevisiting the Lock-In Effect on the Fed’s Balance SheetRunoff of agency MBS from the Federal Reserve’s portfolio appears slow but is close to actual Fed projections.