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The Institutional Risk Analyst
GSE Release? Really. What Do JPM and BAC Say About 2025 Earnings?
Without profits from commissions and capital markets, BAC would have reported a down quarter due to higher funding and operating expenses.
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Jan 166 min read
Will We See Double-Digit Residential Mortgage Rates -- Again?
As the FOMC moves short-term rates towards 6%, we expect to take another run at double-digit rates for prime residential mortgage loans.
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Feb 16, 20235 min read
Record Losses for Mortgage Banks Presage Tough Year Ahead
Is 2023 the year of the Return of the Distressed Loan Trade?
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Nov 19, 20221 min read
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