$200 Billion MBS Impulse: Why PennyMac Suddenly Takes Center Stage
Reading Time: 4 minutes
Trump's $200 billion MBS initiative (Jan 8, 2026) could tend to lower mortgage rates. PFSI is well positioned: Origination benefits from falling rates, Servicing/MSR stabilizes at higher rates – plus tailwind from banks retreating (Basel III Endgame). What has so far mainly been speculation became more tangible on January 8, 2026: President Donald Trump announced that he has initiated an initiative to channel around $200 billion into mortgage-backed securities (MBS) – with the goal of reducing mortgage rates (and thus the monthly payments)....
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