March 12, 2026By Dennis HollierMortgage Spreads Widen With Uncertainty Tied to Iran ConflictSince the U.S. initiated strikes on Iran, mortgage rates and MBS spreads have given up all the ground they gained from the Trump administration’s directive for the GSEs to purchase $200 billion in agency MBS.
March 12, 2026By Dennis HollierFASB to Propose Hedging of Held-to-Maturity PortfoliosThe potential rule change would allow banks to redesignate MBS holdings from held-to-maturity to available-for-sale.
February 19, 2026By Brandon IveyGrapevine: Fed Plans Capital Relief; Moody’s Eyes Second LiensPending proposals from the Fed would impact MBS market; Moody’s looks to rate securitizations of home equity loans.