Real estate finished November as the second best performing group in the S&P 500 Index adding 12%, trailing slightly behind tech’s 13% gain. The momentum was fueled by bets the central bank may begin cutting rates as early as next year.
https://www.nationalmortgagenews.com/articles/real-estate-euphoria-highlights-trader-angst-for-end-to-hikes
Nearly half of MBS investors expect Fannie, Freddie privatized by 2028
If the GSEs are privatized with only their current capital levels, respondents indicated risk...
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