More Peace Deal Hope, More Overnight Gains
Bonds and oil rallied again in the overnight session, though not as swiftly as they did yesterday. News was thinner, but there was still an obvious catalyst just before 3am with a WSJ report that the U.S. provided Iran a detailed framework to end the war. The line item that caught the market's atten
Is private credit a new risk for the Federal Home Loan banks?
Life insurers' borrowings from the Federal Home Loan banks has increased in recent years, raising concerns about opaque, private credit investments and how it intersects with the Federal Home Loan banks' housing mission.
Fannie Mae's portfolio surge is the biggest in over a decade
Freddie Mac was more aggressive than its counterpart for much of the past year but March activity establishes that there's a different trend at play in 2026.
Pamela Heman
Phone:+1(816) 810-5001