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Today's Mortgage Industry Insights

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Capital Markets Wrap p/b Polly: December 2025

Capital Markets Wrap p/b Polly: December 2025

12.9.25 Government Tidbits; Fairwinds' Magda DeMauro on Underwriting; FOMC Kickoff

12.8.25 Fed Week; C2 Financial's David Temko on Wholesale; Volatile December

12.5.25 Federal Reserve Purview; Creative Title's Caleb Christopher on Responsible Lending; Consumption Expenditures

12.4.25 Freddie Framework, MBA's Marcia Davies on Advocacy; Home Price Softening

12.3.25 International Implications; U.S. Bank’s Shelly Kobb and Ohio Housing’s Tom Walker on Housing Finance Agencies; Employment Figures

12.2.25 Bayview Guild Dea; Finastra’s MaryKay Theriault on Humanizing Tech; Japanese Bond Scare

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The Home Equity Boom and Why Lenders Must Act Now
02:54
Why IMBs Cannot Just Hold Loans for Positive Carry
01:37
How Loan Limits Impact Hedging and Execution
02:12
2026 Rate Outlook and MBA Projections
02:17
What to Watch in the FOMC Meeting
01:58
Lenders as Borrower Interpreters
02:21
Marketing as Strategy Not Fulfillment
02:35
Owning Demand vs Renting It
00:54
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Recent Chrisman Commentary Shows

Capital Markets Wrap p/b Polly: December 2025
Now, Next, Later — December 8, 2025
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