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Keefe, Bruyette & Woods

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Bill Ackman’s GSE proposal faces hurdles on capital, Treasury forgiveness

November 19, 2025 by bp56691
Uncertainties around capital requirements would limit share value, according to Keefe, Bruyette and Woods (KBW) analysts. 
Categories Fannie Mae, Freddie Mac, GSE Reform, HWmember, IPO, Keefe, Bruyette & Woods, LendingLife, Mortgage, Politics

Trump’s GSE exit pursuit is complicated (and could be costly)

May 22, 2025 by bp56691
Removing the government-sponsored enterprises (GSEs) from conservatorship after 16-plus years would be a complicated endeavor. And if they’re not removed carefully, costs for borrowers could spike.
Categories Department of the Treasury, Donald Trump, Fannie Mae, Freddie Mac, GSE Reform, HWmember, Keefe, Bruyette & Woods, Mortgage, Regulatory, Trump Administration

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