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The Institutional Risk Analyst


Interest Rates, Fintech & MSRs
Regulatory skepticism about mortgage assets could effect financing rates for lenders, which means higher mortgage rates for consumers.
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Oct 26, 20239 min read


A Bull Case for US Banks?
We ask whether bank fundamentals are starting to catch up to the very full equity market valuations , up 40% since the end of 2020
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Dec 13, 202111 min read


Cenlar FSB, COOP, BLND and the Great MSR Migration
Risk to investors in the market for residential mortgages is rising and from multiple sources
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Oct 28, 20214 min read
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