Mutual funds, foreign investors and insurance companies boosted their MBS holdings during the fourth quarter as banks and the Federal Reserve pulled back. (Includes three data charts.)

Building a portfolio of home loans through branch offices is about as old-school as business gets.

The supply of Fannie/Freddie servicing stagnated and non-agency MBS lost momentum in the fourth quarter. But depository whole-loan portfolios are growing, as are the home-equity and government-insured markets. (Includes two data charts.)

S&P was the top rating service in vehicle ABS with a 38.9% share.

While it leaned away from MBS, Annaly continued to grow its portfolio of MSRs...

Armour Residential, Dynex, Invesco and MFA Financial all reported gains in MBS holdings, while the top tier posted declines in the fourth quarter. (Includes data chart.)

The RMBS rating business nearly ground to a halt in the fourth quarter, but ECM was the place to be in 2022. ABS fared a little better, with business-finance and consumer deals showing relative strength. (Includes two data charts.)

Agency securitization of high-balance loans fell slightly more than non-agency jumbo originations in the fourth quarter. The two markets are nearly mirror images of each other in terms of bank/non-bank dominance. (Includes three data charts.)

Led by Wells Fargo, banks held the top seven spots in the non-agency jumbo lending sector...

The average FTHB debt-to-income ratio rose to 40.6% in the fourth quarter...