Everything on Financials & Policy

Fannie Mae and Freddie Mac shares rallied 30-40% following Bill Ackman's endorsement of their undervaluation, yet stocks remain over 50% below highs due to fading optimism for an exit from government conservatorship.

Impact: Potential policy shifts under the current administration could trigger significant revaluation, but regulatory uncertainty continues to cap multiples despite strong momentum.

— from Geopolitical Risks, AI Moats, and M&A Shifts Shape Markets · OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News· Mar 31, 2026