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89 days

Freddie Mac, Fannie Mae Stocks Soar as Trump Suggests Taking Them “Public.” It May Not Happen Quickly. - Barron's

1. Trump considers bringing Fannie Mae and Freddie Mac public. 2. Stock prices surged over 30% following Trump's announcement. 3. Analysts caution against overestimating imminent release from conservatorship. 4. Concerns remain regarding market disruption and Treasury agreements. 5. Analysts project conservatorship exit timeline as late 2026 to early 2027.

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Why Bullish?

Trump's consideration of public offering suggests potential future value. Market optimism emerged, recalling previous surges post-political announcements.

How important is it?

The possibility of FMCC's transition from conservatorship could attract substantial investor interest. Historically, political statements have led to market reactions.

Why Long Term?

Analysts suggest significant changes won't occur until late 2026. Immediate effects are strong but based on speculative future changes.

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