Federal National Mortgage Association (FNMA) Price

Fannie, Freddie Expand Holdings, Signal Privatization Path

Fannie Mae and Freddie Mac have expanded their mortgage asset portfolios to a four-year high, adding over $55 billion since May. This strategic shift under the Trump administration is viewed as a move to bolster earnings for a potential public offering while also supporting the political goal of lowering mortgage rates.

Housing Affordability to Stagnate in 2026

Forecasters predict the 2026 housing market will see stable but high mortgage rates and slowing price growth. However, rising non-mortgage costs are expected to keep affordability a primary challenge for potential buyers.

FHFA Increases 2026 Conforming Loan Limit to $832,750

Bill Ackman Flags Crypto Contagion Risk for Fannie Mae, Freddie Mac Amid New FHFA Crypto Mandate