U.S. depository institutions remained key players supporting the MBS market, but their combined holdings declined in the fourth quarter. Mutual funds and life insurers picked up the slack. (Includes three data tables.) Read More

Analysts worry that FHFA’s more hands-on intervention in GSE management may hint at the return of the net worth sweep and the dashing of any hopes of an end to the conservatorships. Read More

Nothing like a good trade war to drive down MBS values and cause interest rates to rise. Yes, some mortgage investors are nervous. Overblown? We’ll find out. Read More

HECM loan issuers are uncertain of the timeline for Ginnie to implement HMBS 2.0 amid agency-wide staffing cuts, but are confident it retained some degree of primacy on the agency’s to-do list. Read More

The nearly 800 lease terminations announced by the General Services Administration in the past 30 days have been linked to 64 commercial MBS. And some terminations have been reinstated. Read More

A bill that would exclude mortgage trustees from new Maryland licensing requirements passed a state senate committee vote. Read More

Plaintiffs in Berkley Insurance v. FHFA may finally receive a $612.4 million jury award granted in August 2023. Read More

A new securitization includes $51.8 million of real estate tax liens primarily for residential and commercial properties. Read More

Fed reduces redemption cap for Treasury securities, allows agency MBS runoff to proceed; Annaly to issue securitization with HELOCs; non-agency MBS term financing transaction from PIMCO. Read More