Christopher Whalen

The Treasury's need to finance growing debt is the unspoken factor in the discussion of monetary policy and housing costs, the Chairman of Whalen Global Advisors argues.

As the Trump Administration looks for savings in the bloated federal housing complex, the most obvious opportunity is to return defaulted assets to the private sector, writes the chairman of Whalen Global Advisors.

By restructuring the GSEs into public utilities, we can end decades of free-riding by private investors on the public credit, writes the chairman of Whalen Global Advisors.

The Trump administration's appointees have been quick to roll back misguided Biden-era initiatives, writes the Chairman of Whalen Global Advisors.

Policy shifts and economic headwinds could reshape mortgage finance under Trump II says the Chairman of Whalen Global Advisors.

Rocket said the Redfin deal is part of a purchase mortgage strategy, but originating and retaining residential mortgages in portfolio is the real endgame writes the chairman of Whalen Global Advisors.

Trump's housing policies risk destabilizing multifamily markets by cutting HUD and GSE support, writes the chairman of Whalen Global Advisors.

With the Fed continuing to run off its balance sheet, both in terms of securities investments and reverse repurchase agreements, demand for risk-free collateral is rising even as production volumes fall, writes Whalen.

Releasing Fannie Mae and Freddie Mac from conservatorship without legislation is very high risk for the shareholders, writes the chairman of Whalen Global Advisors.

President Trump is likely to sign the revisions to Executive Order 12866, which will compel all federal agencies to "report up" to the White House and the Office of Management & Budget on initiatives that are not specifically authorized by Congress, writes the Chairman of Whalen Global Advisors.