FMCCH News and Press, Freddie Mac 5.10% Pfd Cl H

2024-07-27 13:00:00 ET Summary Long-term interest rates rose in most global markets during the second quarter of 2024, reflecting upward pressure from U.S. rates and a mix of domestic developments. Several global central banks continued to cut policy interest rates, including Braz...

2024-07-27 12:15:00 ET Summary Investors grappled with the countervailing influences of a generally healthy U.S. economy, lingering price pressures, and ongoing geopolitical tensions. Federal Reserve policymakers left monetary policy unchanged due to inflation, with one rate cut e...

2024-07-27 09:50:00 ET Summary U.S. equity markets rose in Q2 2024, driven by positive earnings growth and expectations for interest rate cuts. Dodge & Cox Fund holds 48.1% in U.S. equities, 14.3% in non-U.S. equities, and 37.7% in fixed income securities plus cash. The fu...

Summary Carl Icahn’s 13F portfolio value decreased from $21.87B to $20.86B this quarter. They reduced Cheniere Energy while increasing Southwest Gas Holdings. Icahn Enterprises, CVR Energy, and Cheniere Energy are the three largest positions. This article is p...

Summary Shareholders have survived the government's motion for summary judgment, as Judge Lamberth has paved the way for shareholders to get paid for harm under the net worth sweep. This claim is going to trial. The trial is scheduled to begin this month and last two weeks. Th...

Summary Bruce Berkowitz’s 13F stock portfolio value decreased this quarter from $1.72B to $1.21B. They increased Commercial Metals, Enterprise Products Partners, and Citigroup during the quarter. The 13F portfolio is mostly invested in St. Joe Company. ...

Summary John Paulson’s 13F portfolio value decreased from $3.25B to $2.03B this quarter. Paulson & Company dropped SPDR Gold ETF and Exxon Mobil while increasing Horizon Therapeutics. The top three positions are at 43% of the portfolio. This article is part of...

ROP v. FHFA could rule anytime but is largely expected in October-December, and appeals court judges seem to openly disagree with the lower court's interpretation of the law. The breach of contract claims are evolving with new pre-trial statements and damages models, making a potentia...

Bill Ackman’s 13F portfolio value decreased from $10.39B to $7.46B this quarter. Pershing Square dropped Netflix at a loss in April after holding it for just two months. The largest three 13F positions are Lowe's Companies, Chipotle Mexican Grill, and Restaurant Brands. The...

I am projecting AGNC will report a combined extremely notable unrealized loss on the company’s on-balance sheet MBS/investments for the second quarter of 2022 (mainly fixed-rate agency MBS). Generic 15- and 30-year fixed-rate agency MBS coupons had extremely notable price decre...