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It seems clear that the coronavirus pandemic triggered a recession, and now there are questions about whether Fannie Maeand Freddie Mac will still be able to exit conservatorship any time soon. Nomura analysts believe Fannie Mae and Freddie Mac are ready for a recession and see “speed bumps” rather than detours on the road to exiting conservatorship.Q1 2020 hedge fund letters, conferences and moreMaintain Buyon Fannie Mae, Freddie Mac amid recessionIn a recent note, Nomura analyst Matthew Howlett reiterated his Buyratings on Fannie and Freddie. Although it’s still early in the economic downtur…
