Reverse Engineering Finance

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Reverse Engineering Finance
June FHA MBS Report

June FHA MBS Report

The expected spike in delinquencies materialized

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John Comiskey
Jul 10, 2025
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Reverse Engineering Finance
June FHA MBS Report
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The second half of the year typically sees significant jumps in FHA mortgage delinquencies/serious delinquencies. This starts with the June data and indeed, there is such a jump this June.

GNMA June MBS data dropped last night and is hot off the presses, lets take a look.

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