UBS Predicts Winners And Losers Of Fannie Mae, Freddie Mac Reform

Don’t count on US Congress acting on housing finance reform in 2014, according to a research note from UBS. 

The UBS Global Research note says the differences between the Senate and House bill are so significant and the limited available time before the mid-term elections are factors that suggest reform is more of a long-term issue.

The report concluded US housing reform is “likely not a game changer for financial stocks.”  Outside of homebuilders, mortgage REITs and private mortgage insurers, most groups within the financial service sector should see little impact, the report noted.

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