Trends in how Fannie Mae and Freddie Mac’s legacy shares trade are similar, but there is some variation in views of the two that recent investor disagreement over their prospects highlights. Processing Content Jon Oksenholt, who holds more of Freddie’s shares, recently took issue with Pershing Square’s assessment of the two government-sponsored enterprises late last […]
Investor debates Fannie Mae, Freddie Mac valuations Read More »
Most of the comments on the Federal Housing Finance Agency’s proposal to remove “reputational harm” as a reason to put people on its suspended counterparties list were in favor of the change. Processing Content However, one early commenter strongly opposed the move. “Removing ‘reputational harm’ from the covered misconduct sends a message that the FHFA
MBA, FHLBanks back FHFA plan to drop ‘reputational harm’ rule Read More »
An age-old economics tenet posits that excessive government borrowing leaves little room for companies to tap financial markets and drives their interest rates to punishing levels. It’s called the “crowding out” theory. Processing Content Now, as the so-called hyperscalers embark on a borrowing binge for artificial intelligence that’s hitting the market with a record flood
AI is driving up treasury yields: ‘It just touches everything’ Read More »