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After awful searches leading to almost-nothing. Apparently it's all politics, zero economics and the person to watch is Bill Pulte.
The only recent thing was crap like this: https://archive.is/iRq8H
Sens. Elizabeth Warren from Massachusetts, Cory Booker from New Jersey and Chuck Schumer from New York are calling on Trump officials to pause their efforts to sell shares of mortgage giants Fannie Mae and Freddie Mac and study how the move might push up mortgage rates.
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everyone should ignore Warren Booker Schumer
or do the opposite
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That makes you manipulable.
Based on what I saw on Freddy and Fanny last time after you triggered me, I do think that that's where eyes should be on right now, more even than CRE: the only way to save offices is when people want to work in their cubicles where when the guy on the other side sneezes you get sick - good luck with that. Whereas I understood there being an intent to privatize FMAE/FMAC?
I don't see much analysis happening on these right now and I have time nor skills to do that research myself. Maybe I can find some more blogs that investigate this.