Cowen analyst Jaret Seiberg wonders if President Trump will “turn on housing finance reform if the public narrative is that government is getting a bad deal,” Seiberg writes in a note to client.
Potential points that may trigger criticism — returning to “a system where taxpayers take the risk and investors reap the gains,” or if the plans calls for forgiving $200B in outstanding preferred stock owned by the Treasury.
Current plan calls for pushing housing finance reform agenda over the next year and a half; White House position paper is due this month, Seiberg writes.
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