February 6, 2026By Dennis HollierGSE Stocks Sag as Talk of Exit From Conservatorship WanesThe same braggadocio that drove GSE stocks higher early in the Trump administration now seems to be holding prices down.
February 6, 2026By Dennis HollierGSE RoundupCSS takes over MBS disclosures; Calabria joins PCAOB; Treasury/Fannie veteran joins HPC.
January 23, 2026By Dennis HollierGSE Reform Plans Uncertain Following $200B MBS PushSome critics argue that forcing Fannie Mae and Freddie Mac to intervene in the mortgage-backed securities market may indicate their recapitalization and release from conservatorship is now on hold.