Dennis Hollier

October deliveries to the GSEs were up 15.2% from September, largely due to a 66.4% sequential increase in refinances. (Includes two data tables.)

If Calabria is tapped for the FHFA job again, more of the same can be expected: higher capital requirements, increased fees and a smaller GSE footprint.

While the Fed hasn’t formally announced any intention to sell its MBS holdings in the short term, many market participants expect it to happen at some point in the future.

Deliveries of refinances to the government-sponsored enterprises jumped from $9.37 billion in September to $15.59 billion in October.

Fannie issuance had a healthy sequential boost but year-over-year decline, while Freddie experienced the opposite.

Two new partnerships were announced this month that will help assist with housing access on tribal lands.

Urban Institute researchers suggest the GSEs push for universal flood insurance requirements and multiyear home insurance policies.

Fannie and Freddie have detailed how they plan to meet their obligations to provide liquidity and credit access to underserved communities.

An extra inch of rainfall during a hurricane increases the severe delinquency rate of GSE borrowers by about 0.013%.

Although Fannie Mae and Freddie Mac failed to reach their multifamily volume caps in 2022, 2023 and probably 2024, FHFA raised the caps from $140 billion to $146 billion for 2025.