Keefe, Bruyette & Woods – Cantilever Real Estate

Bank capital relief may not quickly shift mortgage market dynamics

February 18, 2026 by bp56691

Regulatory changes to how banks treat mortgage assets — anticipated this week by Federal Reserve Vice Chair Michelle Bowman — may have an impact on the mortgage market over time, analysts said.

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.

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.