Workflow
Mortgage Finance
icon
搜索文档
Navigating Uncertainty: Markets React to Government Shutdown and Mixed Economic Signals
Stock Market News· 2025-10-01 21:07
U.S. stock markets navigated a turbulent Wednesday, October 1, 2025, as investors grappled with the implications of a federal government shutdown and a mixed bag of economic data. While major indexes initially faced headwinds, they largely managed to shake off early declines, with some even reaching new record highs by the close. The day's trading highlighted the ongoing resilience of certain sectors, particularly technology, even as broader economic uncertainties loom.Market Performance Recap: A Day of Res ...
MFA Financial Completes 20th Non-QM Loan Securitization
Businesswire· 2025-10-01 16:47
NEW YORK--(BUSINESS WIRE)--MFA Financial, Inc. (NYSE: MFA) today announced the closing of MFA 2025-NQM4, its fourth securitization of non-qualified residential mortgage ("Non-QM†) loans in 2025 and twentieth since MFA's first sponsored issuance in 2020. The transaction brings MFA's cumulative Non-QM securitization volume to $7.3 billion. "We are pleased to celebrate this milestone and once again showcase our ability to source, acquire, securitize and manage residential mortgage assets,†said Cr. ...
Freddie Mac Issues Monthly Volume Summary for August 2025
Globenewswire· 2025-09-25 20:32
MCLEAN, Va., Sept. 25, 2025 (GLOBE NEWSWIRE) -- Freddie Mac (OTCQB: FMCC) today posted to its website its Monthly Volume Summary for August 2025, which provides information on Freddie Mac’s mortgage-related portfolios, securities issuance, risk management, delinquencies, debt activities and other investments. Freddie Mac’s mission is to make home possible for families across the nation. We promote liquidity, stability and affordability in the housing market throughout all economic cycles. Since 1970, we hav ...
Freddie Mac announces ~$487M non-performing loans sale (FMCC:OTCMKTS)
Seeking Alpha· 2025-09-25 18:28
To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh. ...
The housing market could see 500,000 more sales next year as mortgage rates fall below a key level
Yahoo Finance· 2025-09-24 22:49
Fannie Mae thinks the housing market is set to come back to life in 2026. The mortgage finance giant sees rates falling below 6% by the end of 2026. Mortgage activity, meanwhile, is expected to surge by $470 billion next year, its economists estimated. Lower rates. Fresh inventory. A wave of home sales. Those are the conditions that Fannie Mae sees for the US housing market next year. The mortgage finance giant said in its latest quarterly outlook that it saw mortgage and homebuying activity picki ...
Investors Are Counting on a Big Rally in Fannie Mae Stock. Why This Analyst Warns One May Not Be Coming.
Yahoo Finance· 2025-09-24 19:30
Fannie Mae (FNMA) has been grabbing a lot of attention on Wall Street as optimism rises over reports that President Donald Trump’s administration is considering releasing both Fannie Mae and Freddie Mac (FMCC) from federal conservatorship and possibly taking them public through an IPO (current shares are traded over-the-counter). Fannie Mae, which bundles and guarantees mortgages, has stayed under government control for nearly two decades, relying on its government-backed guarantees to shield investors fro ...
Jim Cramer: This Basic Materials Stock Has Gone Up So Much, Recommends Waiting For A 'Little Bit Of A Pullback'
Benzinga· 2025-09-22 12:09
On CNBC's “Mad Money Lightning Round,” Jim Cramer recommended buying CMS Energy Corporation CMS. “I think it's fine, it's good,” he added.Supporting his choice, CMS Energy, on July 31, posted better-than-expected earnings for the second quarter.Cramer said Ramaco Resources, Inc. METC has gone up so much, and recommended waiting for a “little bit of a pullback.”Jefferies analyst Chris LaFemina, on Sept. 18, maintained Ramaco Resources with a Buy and raised the price target from $27 to $45.“I don't think it's ...
Can Freddie Mac Stock Hit $25 in 2025?
Yahoo Finance· 2025-09-19 13:00
Government-sponsored enterprise (GSE) Federal Home Loan Mortgage Corporation (FMCC) — also known as Freddie Mac — is having a stellar year on Wall Street this year. President Donald Trump announced that he is giving “very serious consideration” to privatizing the GSE, alongside the Federal National Mortgage Association (FNMA), commonly known as Fannie Mae. The U.S. Treasury owns preferred shares and warrants for the majority of the GSEs’ common stock after a bailout during the 2008 financial crisis. Howev ...
Global Financial Landscape Shifts: Central Banks Adapt, AI Advances, and Housing Policy Takes Aim
Stock Market News· 2025-09-15 17:38
央行政策调整 - 英国央行预计将放缓资产负债表缩减步伐以应对市场波动 突显央行在经济波动条件下对货币政策正常化的谨慎态度[3] - 美联储逆回购操作吸引16家交易对手参与 规模达169.54亿美元 反映短期货币市场持续流动性管理需求[4] 人工智能突破 - OpenAI发布GPT-5 Codex新一代语言模型 在编程写作和复杂推理领域实现重大技术飞跃[5] - 新模型显著提升准确度与上下文理解能力 专门优化工具调用功能 可快速执行编码指令[5] 住房市场战略 - 联邦住房金融局指示房利美与房地美增加住房供应 旨在缓解美国持续存在的住房短缺问题[6] - 该举措是FHFA局长Pulte推动的效率改革组成部分 包括打击抵押贷款欺诈等系统性变革[6] 半导体产业动态 - 意法半导体确认意大利Agrate工厂无裁员计划 澄清早前关于法意两地裁员的市场传闻[7] - 公司重申对意大利投资承诺 计划在2027年前将该生产基地产能提升一倍[9]
Artis Real Estate Investment Trust (OTCPK:ARES.F) Earnings Call Presentation
2025-09-15 15:00
业绩总结 - RFA Financial的总资产约为25亿加元,原始贷款总额约为29亿加元[16] - Artis的总资产约为27亿美元,净收入约为2400万美元[24] - RFA银行的总资产约为25亿美元,贷款发放总额约为19亿美元[24] - RFA抵押贷款公司的贷款发放总额约为29亿美元,净收入约为600万美元[24] - RFA的年净收入复合年增长率(CAGR)约为32%(2021年至2025年第二季度)[43] - RFA的贷款资产在2024年预计将达到21亿美元[45] - RFA Bank的净收入年复合增长率(CAGR)目标为40%到50%[66] 用户数据 - RFA Financial的房地产投资组合价值约为24亿加元,涵盖92个物业[16] - Artis的收入生产组合包括92个物业,覆盖加拿大和美国,商业可租赁面积约为970万平方英尺[36] 未来展望 - 预计交易将对净收入产生积极影响,并通过可持续和增长的股息进一步增强股东回报[21] - 交易预计将在2026年第一季度完成,届时Artis将从多伦多证券交易所退市[19] - RFA的目标股本回报率(ROE)超过10%[39] - RFA的年度股息预计初步设定为每股0.44美元,预计将得到盈利支持[43] - 目标分红支付比率在3到5年内低于65%[69] 新产品和新技术研发 - RFA Financial将成为一个规模化的金融服务平台,结合了Schedule I银行和领先的抵押贷款发放平台[19] - 预计通过资本再配置,RFA Financial将实现显著的价值创造[21] 市场扩张和并购 - 交易将为Artis的持有人提供对加拿大金融服务行业的曝光,该行业在商业周期中具有可持续的双位数股本回报记录[22] - 资本将从Artis转移并再投资于RFA平台,以实现更高的回报[71] - RFA平台的累计资产销售目标为13亿到15亿美元[66] 负面信息 - 自2023年8月以来,Artis已完成约15亿美元的资产处置,符合国际财务报告准则(IFRS)价值[36] 其他新策略和有价值的信息 - RFA Financial计划向股东支付每股0.11加元的季度现金股息,年化股息为0.44加元[19] - 强大的管理团队将推动显著的股东价值增长[71] - RFA的战略投资总额为11亿美元,涵盖TM Investments和Five Continents[41]