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The Trump administration has signaled an ambitious push to reform housing finance by shrinking the footprint of  government-sponsored enterprises (GSEs) while maintaining affordable mortgage rates. This balancing act means Fannie Mae and Freddie Mac could gradually pull back from certain loan programs, redirecting more mortgage business to private markets. 

For institutional investors, these shifts portend growing opportunities in private-label residential mortgage-backed securities (RMBS), as a larger share of mortgage credit risk moves to non-government channels.

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