GSEs

As written, new capital standards for U.S. banks fail to account for the additional risk posed by many home loan clients who obtain second mortgages. Fixing the problem will significantly reduce the rule's benefit to banks.

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.

The bill was one of three filed on Thursday aimed at reforming the two government-sponsored enterprises, all of them from Representative Scott Fitzgerald, a Wisconsin Republican. 

The changes provide standardized appraisal guidance in advance of a mandatory compliance date to a new reporting format in November this year.

Second homes account for 10.1% of the underlying collateral pool, the highest ratio seen in pools all year.

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.

Fannie Mae and Freddie Mac investors are underestimating the chances of a public market re-entry from the mortgage giants after a lull in chatter around the names, according to Mizuho's Dan Dolev. 

Freddie Mac was more aggressive than its counterpart for much of the past year but March activity establishes that there's a different trend at play in 2026.

Dozens of plaintiffs say they still haven't received a full explanation over the mass termination announced last April by FHFA Director Bill Pulte.

Fannie Mae and Freddie Mac should aggressively buy and restructure low-coupon MBS into CMOs rather than holding them, a move that would lower long-term mortgage rates, according to the chairman of Whalen Global Advisors.

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.

A House subcommittee hearing discussing the future of the government-sponsored enterprises, noted both are still severely undercapitalized.

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. 

The government-sponsored enterprise is under fire from dozens of the more than 100 workers it fired last spring for allegedly committing fraud.

Three US senators opened an inquiry into insurance ratings firm Demotech and whether its assessments may be exposing Fannie Mae and Freddie Mac to growing risks tied to climate-driven insurer failures.

Fannie Mae and Freddie Mac have added billions of dollars of mortgage-backed securities and home loans to their balance sheets in recent months, fueling speculation that they're trying to push down lending rates and boost their profitability ahead of a potential public offering.

Big players, Wall Street and tech firms stand to gain. Community lenders call for policymakers to protect g-fee parity and the cash window. Part 5 in a series.

The new cap of $88 billion per company tops this year's $73 billion limit, but keeps pace with multifamily mortgage volume growth in recent months.

Advances from the Federal Home Loan Banks dipped in the third quarter, but experts do not necessarily see the dip as a sign of ample liquidity in the economy.