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The Institutional Risk Analyst

© 2003-2024 | Whalen Global Advisors LLC  All Rights Reserved in All Media |  ISSN 2692-1812 

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Writer's pictureR. Christopher Whalen

Interest Rates, Mortgage Lenders & MSRs

Updated: Feb 16

February 15, 2024 | Premium Service | In this issue of The Institutional Risk Analyst we delve into the world of interest rates and residential mortgage credit as Q4 2023 earnings conclude. The largest residential mortgage issuers had decent quarters, though mostly due to servicing income and falling leverage. Treasury Secretary Janet Yellen frets about the systemic risk from nonbank servicers, but the chief challenge for the industry is a lack of new loan origination volumes, high financing costs and a dwindling group of bank lenders.


Truist (TRU) stepped back from lending to nonbanks in December 2023, Inside Mortgage Finance reports, mostly because of a lack of demand for warehouse credit from lenders. Some bank lenders are backing away from smaller nonbanks, which are disappearing rapidly into acquisitions or liquidations. With short-term loan warehouse rates around SOFR +1-1.5%, most lenders remain underwater on their production for sale into MBS.


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