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Bill Ackman urged the Trump administration to remove Fannie Mae and Freddie Mac from conservatorship before its term ends, calling the move politically critical and warning a future Democratic administration could use the agencies against Republicans. After his remarks, the firms’ OTC shares rose about 22% and 25%, respectively. Ackman, a long-term holder, said he remains very bullish. Both stocks have fallen roughly 60% YTD amid investor disappointment over stalled progress on release. Treasury Secretary Bessent said this week the government may not resolve the companies’ equity structure until 2027 or 2028 and that preserving mortgage-rate stability remains a priority.

Economists say the RBNZ will need to hike sharply to rein in a rebound in inflation, even if that requires action 10 days before the election. Q3 CPI eased slightly, but most analysts expect Q4 inflation to accelerate above 4% and remain above the RBNZ’s 1–3% target for longer than the bank had projected. Rising fuel prices and a weaker NZD are the main upside pressures. Most economists expect the official cash rate to be raised to 3% next Wednesday (Oct. 28). ASB senior economist Smith warns sustained higher inflation is a major problem, forecasts CPI above 3% until Q4 2027, and expects the RBNZ on Oct. 28 to acknowledge more work is needed and to retain a conditional bias to tighten further.