Fannie Mae-No Politics (FNMA)

[navycmdr]

FHFA Directs GSEs to Explore Alignment on Reps, Warrants ... lol

Wed Jan 31, 2024 - [e-mail]



The Federal Housing Finance Agency’s 2024 scorecard for the government-sponsored enterprises
included a new provision for representations and warranties.

“Explore opportunities to harmonize the enterprises’ processes supporting the single-family selling representations
and warranties framework, including defect identification, remedies and repurchase alternatives,” the scorecard states.

FHFA also added some multifamily goals to the scorecard, which was released Tuesday.

FHFA ordered the GSEs to strengthen their multifamily asset management capabilities. That included a specific
mention of legal risk. FHFA also introduced an item encouraging the GSEs to innovate more to address needs
in the multifamily space.

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Fannie Mae - listed in the "de-regulation category" - (RECAP & RELEASE !) !

https://seekingalpha.com/news/4060802-republican-policy-winner-stocks-by-sectors-gs

Republican policy winner stocks by sectors - GS

Jan. 31, 2024 1:01 PM ET

https://seekingalpha.com/news/4060802-republican-policy-winner-stocks-by-sectors-gs

In the de-regulation category: Discover Financial Services (DFS), Morgan Stanley (MS),
Wells Fargo & Co. (WFC), Citigroup (C), JPMorgan Chase (JPM),

$Federal $National $Mortgage $Association (OTCQB:FNMA).

Donald Trump Holds Campaign Event In NH One Day After Iowa Caucuses



Goldman Sachs analysts outlined sectors -- and respective stocks -- that could outperform during a Republican presidential win, as elections approach.

In their “Republican policy outperformers basket,” GS analysts have selected stocks that would do better if a Trump-led Republican House takes over.

Republican policy outperformers by sector:

The Financials sector (NYSEARCA:XLF) - Companies benefit from easing capital rules and antitrust, encouraged in a deal-making environment and additional trading revenue during election years.

In the capital markets rebound category, companies involved are Jefferies Financial Group (JEF), Evercore (EVR), The Carlyle Group (CG), Raymond James Financial (RJF), Stifel Financial Corp. (SF), Moelis & Co. (MC), TPG (TPG), PJT Partners (PJT), and Piper Sandler (PIPR).

In the de-regulation category: Discover Financial Services (DFS), Morgan Stanley (MS), Wells Fargo & Co. (WFC), Citigroup (C), JPMorgan Chase (JPM),

[color=green$Federal $National $Mortgage $Association (OTCQB:FNMA).[/color]

In the regional bank M&A category: Comerica (CMA), First Horizon Corp. (FHN), and Synovus Financial Corp. (SNV).

The Steel industry (SLX) - American equities could benefit from additional steel manufacturing in the U.S.

In the steel category: Vale SA (VALE), Steel Dynamics (STLD), Reliance Steel & Aluminum (RS), Nucor Corp. (NUE), Commercial Metals (CMC), Cleveland-Cliffs (CLF), ATI (ATI), ArcelorMittal (MT), Carpenter Technology (CRS), Gerdau (GGB), Ryerson Holding (RYI), Worthington Steel (WS).

Domestic security and law enforcement - Trump said he plans to allocate record funding to hire and retain police officers, strengthen quality immunity and other protections for police officers, and increase penalties for assaults on law enforcement.

In the domestic security basket: Axon Enterprise (AXON), Parsons Group. (PSN), The GEO Group (GEO), CoreCivic (CXW), Gen Digital (GEN), CyberArk Software (CYBR), SentinelOne (S), Zscaler (ZS), Crowdstrike Holdings (CRWD), Palo Alto Networks (PANW).

Onshoring enablers - Stocks involved in electrification and automation would benefit from onshoring initiatives.

In this category: Rockwell Automation (ROK), Regal Rexnord Corp. (RRX), Flex Ltd (FLEX), Jabil (JBL), Amphenol Corp. (APH), TE Connectivity (TEL).

Onshore production and manufacturing - Companies that rely on domestic supply chain with a high manufacturing footprint in the U.S. or with announced initiatives to move operations home.

In this category: Mohawk Industries Inc. (MHK), KLA Corp. (KLAC), Lam Research Corp. (LRCX), Texas Instruments (TXN), Applied Materials (AMAT), Intel Corp. (INTC), Broadcom Inc. (AVGO).

Border construction - These companies were involved in the construction of tighter borders during the Trump administration.

In this category: Fluor Corp. (FLR), AECOM (ACM), KBR Inc. (KBR), Jacobs Solutions (J), Quanta Services (PWR), Caterpillar Inc. (CAT), Granite Construction (GVA), Cemex SAB de CV (CX), Eagle Materials (EXP), Martin Marietta Materials (MLM), Vulcan Materials (VMC).

Small-business exposure - These are companies with almost all of their sales generated from small businesses.

In the small business exposed category: Yelp Inc. (YELP), Toast Inc. (TOST), Payoneer Global (PAYO), AGCO Corp. (AGCO), Paychex (PAYX), Automatic Data Processing (ADP), Deere & Co. (DE), Upwork (UPWK), Paycor HCM (PYCR), ACV Auctions (ACVA), BILL