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Reverse Engineering Finance
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May 26 FHA Delinquency Report
Sugar high from tax refunds is ending and 4.50 gas is starting to bite
Jun 9
•
John Comiskey
6
1
1
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Treasury Model End of May 26 Update
Tariff refunds are starting to hit the TGA it seems
May 31
•
John Comiskey
5
Spring 26 QRA Wrapup and Treasury Model Update
Most of my projections leading into the Spring QRA matched what Treasury announced last week…..
May 10
•
John Comiskey
6
April 26 FHA Delinquency Report
As I led with last month, February through May typically show significant improvement in mortgage repayment rates.
May 9
•
John Comiskey
9
Spring QRA Projection and Treasury Model Update
In January prior to the winter QRA, my final projection for Treasury’s financing need for Jan-Mar was 477b
May 3
•
John Comiskey
14
1
1
March FHA Delinquency Report
Tis the season for delinquency to improve, but did it?
Apr 10
•
John Comiskey
11
1
Treasury Model Early April Update
Note: FHA MBS data hits Wednesday night, report out by Thursday evening.
Apr 5
•
John Comiskey
10
1
Treasury Model Mid March Update
Greetings!,
Mar 22
•
John Comiskey
5
1
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