Fannie Mae

Economists at the government-sponsored enterprise have been lowering their single-family origination volume estimates for several months.

Michael Burry, a GSE investor and early predictor of the Great Financial Crisis, is eyeing the senior preferred liquidation preference and a 2028 deadline.

The move may have been related to the government-sponsored enterprise's duration gap but could also have resulted from many other considerations.

Disclosures from the housing-finance giants show their duration gaps — a measure of how closely assets, liabilities and hedges offset one another — have widened sharply in recent months, leaving their holdings more exposed to rate swings.

The government-sponsored enterprise left its mortgage rate predictions unchanged for 2026 but revised next year's likely average slightly upward.

President Donald Trump said his administration is still considering a public offering of shares in mortgage giants Fannie Mae and Freddie Mac.

MBS buying's future and what Bill Pulte's new additional role portends are among issues coming into focus, panelists and attendees at an IMN conference said.

Analysts said Bill Pulte's new additional role as spy chief will further delay GSE privatization efforts, although that could change if he formally departed.

The retained portfolios' latest record monthly number puts Fannie Mae in front while Freddie Mac has held onto a lead in quarterly single-family loan purchases.

The government-sponsored enterprise sees current rate levels likely to stick for longer compared to past forecasts, with the Iran War looming in the background.

The GSEs' financials are strong but odds are against a short-term change to conservatorship that would give stockholders access to their profits, Mizuho said.

The government-sponsored enterprise recorded $98.7 billion in single-family loan acquisitions to begin the year, including over $43 billion in refinances.

In an update to its seller and servicer guide, Fannie Mae laid out details on responsibilities for vendor oversight and the need for transparent AI policy.

Fannie Mae and Freddie Mac have begun placing sizable orders to purchase mortgage-backed securities, stepping into a market roiled by widening bond spreads and a surge in volatility, according to a person with direct knowledge of the matter.

Fannie Mae and Freddie Mac will add loan-level buydown data to MBS this spring, giving investors clearer insight into prepayment risk tied to temporary rate incentives.

Adjustments related to higher credit risk weights for new acquisitions and rate shifts offset increases in the government-sponsored enterprise's core earnings.

Shares of Fannie Mae and Freddie Mac extended days-long losing streaks amid mounting unease about the impact of President Donald Trump's policy moves on efforts to release the mortgage-finance giants from government control. 

US President Donald Trump said he was directing the purchase of $200 billion in mortgage bonds, which he cast as his latest effort to bring down housing costs ahead of the November midterm election. 

Fannie Mae sees growth in refinance activity pushing volumes upward, but flattening purchases will temper lender momentum, according to its December report.

The regulator lowered benchmarks for acquisitions of certain single-family loans including low-income refinances, and left multifamily targets intact.