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RESEARCH

2024

Q3 2024 Performance

2023

2023 Performance

2022

Impact of Higher Mortgage Rates on U.S. Housing

Impact of Fed Tightening on Employment and U.S. Housing in 2022

Review of Fed Tightening Cycles

US Housing Outlook 2022

Jumbo Whole Loan Relative Value 2022

The Effects of Inflation on Housing Credit

2022 Performance

2021

2021 Full Year Home Prices

US Housing Update 2021

Home Price Monitor April 2021

Housing Outlook 2021

2021 Performance

2020

Q3 2020 FHFA Home Price Update

Home Price Dynamics

Great Financial Crisis vs. Pandemic Crisis

Election Implications for Housing Market

Existing Home Sales and Forbearance Performance

Trend in Household Formation & Homeownership Rate

Positive Impact from Prepayments to Continue in 2020

US Housing Chartbook

GSE Collateral Review

CRT vs. Non-QM Performance

CRT Performance & Outlook 2020

CRT Collateral Improvement 2020

2019

Housing Inventory

Regional Affordability and Homeownership Rate

2017

Home Price Trends - Q2 2017

California Housing Outlook

Housing Credit Risk Layering

FBC - Housing Credit Index

FBC - Home Price Projections 2017-2019

2017 Hurricane Impact on Mortgage Credit Investors

Prior Years

U.S. Homeownership Rates

Reset Risk in Non-Agency RMBS

Home Price Trends by Price Tier

Credit Burnout Part II

Credit Burnout Part I

Monetary Policy

Subprime Loss Severities - Update

Shadow Inventory Judicial vs Non-judicial States

CBSA Level Housing Inventory

Non-Agency RMBS Trade Strategy

Impact of Tapering on MBS Markets

New Issuance RMBS 2013

Severity Analysis October 2013

Impact of Institutional Investors on Loss Severities

Inventory of Homes for Sale and Home Prices

Update to Government Intervention Programs and Settlements

Reset & Recast Risk in Non-Agency Mortgages

Loan Modifications - Principal Forgiveness

Disclaimer

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This website is for informational purposes only and does not constitute a complete description of our investment advisory services or any past performance. This website is neither a solicitation nor an offer to sell securities or investment advisory services. There are no warranties, expressed or implied, as to accuracy, completeness, or results obtained from any information posted on this or any 'linked' website. Please contact us for more information. Falcon Bridge Capital is a Registered Investment Advisor.

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