R. Christopher WhalenOct 17, 20227 minWill the FOMC Break the Financials?Will the market risk created by quantitative tightening (QT) tip over a large bank or nonbank financial firm?
R. Christopher WhalenOct 2, 202210 minLarge Banks: QT Winners & LosersA number of readers have asked us to talk about the winners and losers among large banks in the current interest rate environment.
R. Christopher WhalenSep 22, 20228 minThe Bear Case for Ginnie Mae IssuersThe nightmare scenario in the government loan market is that FHA loan delinquency rises to the point where issuers become insolvent
R. Christopher WhalenSep 12, 20228 minInterview: David Stevens on GNMA Capital Rule & ICE + BKIThe entire mortgage industry will have a single point of failure with the ICE/BKI combination
R. Christopher WhalenAug 25, 20226 minUpdate: Blend Labs & loanDepot Inc.If the merger of Black Knight and Intercontinental Exchange goes through, the expanded ICE monopoly will simply give POS tools away for free