There are the three old threads in question. It looks like people we upset at powayseller’s for equating “at risk of default” with “expected to default.” In essence, posters were upset at PS for making it sound like millions of FBs “will” default rather than “may” default.
This new report clearly predits that “2.2 million borrowers will lose their homes.”
I haven’t had the time to re-read the threads and compare the predictions.