Analysts say many of the economic forces that have acted as headwinds for the agency MBS market since 2022 are now poised to become tailwinds.

Interest rate cuts by the Fed prior to the 2023 banking crisis resulted in more than $2 trillion in mark-to-market losses on banks' Treasury and MBS holdings.

Lenders doubt the changes agreed to by FHFA and Treasury will hasten the end of the conservatorships; they may even delay it.

Lenders are concerned that the incoming Trump administration might reinstate limits on GSE acquisitions, repeating an action from the first Trump administration.

Proposals regarding core mission activities and FHLBank membership won't be finished prior to the start of the Trump administration.

Despite the similarities in results from the scoring models, there are some major differences in how the scores are constructed.

For the first time in 33 years, Freddie out bought its crosstown rival...

The quality control team at Fannie Mae identified “red flags” that could indicate borrowers have mischaracterized whether they’re seeking a mortgage for a primary residence or for a second home or investment property.

It’s the first time Freddie’s MBS business has been larger than Fannie’s on an annual basis since 1991.

Treasury and FHFA agreed on some guidelines for how the process of getting the GSEs out of conservatorship will work. But they didn’t set that process in motion.