MBS

The estimated range for net income to common shareholders at the company formerly known as Ocwen rose in part due to a deferred tax asset valuation.

Trump's proposed $200B MBS purchase briefly tightened mortgage spreads, but analysts question the long-term impact on mortgage rates and GSE balance sheets.

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.

Mortgage bonds are on track to deliver their strongest returns in two decades, with the Bloomberg US Mortgage Backed Securities Index having gained 8.35% in 2025 through Friday.

A combination of factors, including the rise of retail investing and sound assets, propelled ETF formation, with at least four issuances over the past year.

Mortgage groups want GSEs to buy MBS to lower rates, but the Chairman of Whalen Global Advisors writes that the plan is risky, unnecessary, and poorly timed.

FHFA's announcement has investors increasingly concerned about the Bozeman, Montana-based FICO losing both pricing power and a competitive edge.

A possible shift in the composition of the Federal Reserve's portfolio of Treasury holdings could result in the central bank buying nearly $2 trillion of bills over the next two years, enough to absorb nearly all of the Treasury's issuance during that period, according to Bank of America Corp.

Alternative asset manager Canyon Partners is committing $250 million to buy new mortgage bonds created by A&D Mortgage LLC, a partnership that will help the mortgage finance company substantially increase the pace of its bond sales. 

The funding round will help Button Finance, which leverages AI to underwrite home equity financing, expand its range of products to more borrowers.

Mortgage bonds supported by government-backed companies like Fannie Mae and Freddie Mac were trading slightly wider Monday morning after Moody's Ratings downgraded the US late last week.

A range of investment residential properties, including single-family homes, condominiums and multi-unit properties, will secure the debt.

Agency mortgage backed securities have slipped about 1.1% since the start of April, trailing Treasuries and the broader US bond market.

The company reported a profitable first quarter and called for loosened regulation to bring more private capital into home finance in its latest earnings call.

Moderate leverage is one example of cleaner credit, as the current collateral pool's original loan-to-value (LTV) ratio is 69.1%, down from 71.7% on the 2024-NQM1 series.

The deal is composed of 11,547 seasoned performing and reperforming loans that are first and second lien. Loan servicing includes a 180-day chargeoff feature.

Second-lien loans make up virtually the entire pool, which carries some risk of poor recovery rates. Yet 78% of the pool is also considered safe-harbor mortgages.

Now the structured mortgage securities are cheap enough that CLO investors are watching them more closely, according to strategists and investors.

Excess cash flow will pay timely interest and protect against realized losses in the rated certificates before being paid out to the class X notes.