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Home » Authors » Dennis Hollier

Articles by Dennis Hollier

A $4.3 Billion 2Q Profit for the GSEs. COVID Charges Decline

July 30, 2020
Paul Muolo and Dennis Hollier

Thanks to a booming origination market, Fannie and Freddie posted strong earnings for the second quarter despite the economic carnage caused by the pandemic. Their capital positions also improved.


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Former Freddie Chief Against Expanding FHLB Membership

July 30, 2020
Dennis Hollier
The “implied guarantee subsidy” that underpins the FHLBank operations is the reason why financial institutions of all kinds are clamoring for membership, according to former Freddie CEO Don Layton.
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A Combined $4.3 Billion 2Q Profit for the GSEs. COVID-Related Charges Decline

July 30, 2020
Paul Muolo and Dennis Hollier

Fannie Chief Financial Officer Celeste Brown credited the recently adapted current expected credit loss (CECL) standard for the improved showing because the mortgage giant now looks at lifetime losses whereas before it would have just looked ahead two years.


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Short Takes: FHA Worries About Self-Employed Borrowers / CHLA Not Happy / Extend the GSE Capital Comment Period? / Out of the Mothballs / HUD Document Woes? / Correction: Rocket’s True Value: Huge

July 29, 2020
Paul Muolo, Maria Volkova, Brandon Ivey, and Dennis Hollier

According to the S-1 initial public offering documents filed with the SEC, Rocket’s total share count (public and private) is roughly 1.9858 billion shares. At $22 a unit (the upper end of the range) that works out to a cool $43.69 billion. In short: Wow.


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FHFA OIG: No One Overseeing Servicer Compliance with CARES Act

July 29, 2020
Dennis Hollier

The added cost associated with servicing a mortgage in forbearance gives servicers an incentive “not to follow the mandates of the CARES Act and implementing guidance,” investigators said.


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Short Takes: About Those Million-Dollar Earners / Hear It and Then Cut It in Half / Rates? / BKFS on Forbearance / CHLA Addresses GSE Capital / A Promotion at Waterstone Mortgage

July 24, 2020
Paul Muolo and Dennis Hollier

Higher mortgage rates in six months? No one sees it...


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Fed’s MBS Buying Continues but at a Slower Pace

July 23, 2020
Dennis Hollier
The New York Federal Reserve purchased $9.81 billion in agency MBS on Monday and Tuesday, in addition to $22.89 billion bought last week. It’s been nearly three weeks since it sold any of its MBS holdings.
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LIBOR a Poor Benchmark for Unsecured Loans: The Fed

July 23, 2020
Dennis Hollier
By examining how well LIBOR has correlated over time with actual bank funding costs, Federal Reserve economists have demonstrated the London rate is no better at this task than risk-free rates like SOFR.
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Fannie and Freddie 2021 Housing Goals Unchanged

July 23, 2020
Dennis Hollier
The Federal Housing Finance Agency said it lacks sufficient data to create statistical models to “reflect economic conditions for 2021” because of the market disruption caused by the coronavirus.
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Short Takes: Do I Feel Lucky Today? (Fannie Mae’s Stock) / Linked: Quicken, the GSEs and Ginnie / Chimera’s New MBS / Existing Home Sales Spike

July 22, 2020
Dennis Hollier, Paul Muolo, and Brandon Ivey

Is Fannie Mae's common a good investment? It all depends...


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