“.. lenders have stopped pretending … The delinquency rate for office loans in commercial mortgage-backed securities climbed to a record 12.34% in January, the highest level since .. 2000.”

".. lenders have stopped pretending .. .. The delinquency rate for office loans in commercial mortgage-backed securities climbed to a record 12.34% in January, the highest level since .. 2000." 👇🏼 pic.twitter.com/d3N92Hr4YR — Kalani o Māui (@MauiBoyMacro) February 17, 2026 Lenders to commercial real-estate owners are reaching the breaking point, calling in tens of billions …

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Fed’s QT Surprise! Powell Announced That Maturing Mortgage-backed Securities (MBSs) Will Be Reinvested Into Short-term Treasury Bills

by confoundedinterest17 Like tuna surprise (bleech!!), Fed Chair Powell announced a move towards reinvesting maturing MBS into ST Treasury bill decreasing the duration of The Fed’s balance sheet. Fed’s QT Surprise: Powell announced that maturing mortgage-backed securities (MBSs) will be reinvested into short-term Treasury bills instead of longer-duration Treasuries, signaling a shift toward a shorter-duration balance sheet. 🧭 …

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Federal reserve owns 2.1 trillion in mortgage-backed securities, largest housing lienholder in US; Nearly 15 million homes in the United States are vacant.

The Federal Reserve has turned housing into its private playground, holding trillions in mortgage-backed securities with no legal authority to do so. Every dollar it pumps into the market inflates prices, erodes real ownership, and turns homes into instruments of policy rather than shelter. If this escalates into a “housing emergency,” the next step could …

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A very Healthy U.S. Mortgage-Backed Securities Index & Morningstar LSTA US Performing Loans TR USD

by MyRealLifeHD The S&P U.S. Mortgage-Backed Securities Index is a measure of the performance of mortgage-backed securities. A decline in the index could have a number of implications for the stock market. Lower mortgage rates: Mortgage-backed securities are typically priced inversely to interest rates. This means that when interest rates fall, the prices of mortgage-backed securities …

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