“两房”涨超15%！报道：特朗普推进房利美和房地美私有化

Core Viewpoint - The U.S. government is considering privatizing Fannie Mae and Freddie Mac, which could lead to one of the largest IPOs in history, addressing a significant post-crisis issue [1][5]. Group 1: Government's Actions - President Trump is actively seeking advice from top Wall Street bank executives on how to monetize Fannie Mae and Freddie Mac and return them to the public market [1][5]. - Meetings have taken place with executives from major banks, including Jamie Dimon of JPMorgan Chase, and plans are in place to meet with Goldman Sachs and Bank of America [1][5]. Group 2: Market Implications - The potential privatization could result in substantial economic benefits for the government, banks, and existing shareholders, with analysts suggesting it may lead to significant underwriting fees for selected banks [6]. - Following the news, shares of Fannie Mae rose by 15% and Freddie Mac increased by 5.7% in the OTC market [1]. Group 3: Challenges Ahead - The privatization process is complex, with key issues such as the percentage of shares the government will sell in the initial public offering and the rights of existing shareholders still unresolved [6]. - The Congressional Budget Office (CBO) has indicated that selling government-held shares could yield a mixed financial outcome, estimating potential gains of $206 billion if the companies were placed under bankruptcy management [6].