On this episode of Capital Markets Wrap presented by Polly, our panelists share takeaways from MBA Secondary and discuss how ongoing volatility—and the right tech—can shape how originators navigate today’s market. They’ll also explore how the future of Fannie and Freddie is unfolding on social media, and dive into trends in AUS-driven jumbo, non-QM, and ARM products.

Watch the full video here - https://www.youtube.com/watch?v=iqOEMS-f9MY Subscribe to the channel - https://www.youtube.com/@ChrismanCommentary In this episode of Capital Markets Wrap presented by Polly, our industry experts analyze the key takeaways from the latest Federal Reserve meeting and member commentary, offering insights into potential market direction and monetary policy trends. Our panel breaks down how reduced market volatility—especially compared to early April—is refocusing investor attention on critical economic indicators, including inflation data, jobs reports, and GDP growth. We also examine recent updates in the U.S. tariff landscape and their potential impact on capital markets. Additionally, discover how advancements in capital markets technology are enhancing transparency, precision, and efficiency in the secondary mortgage market process. 🔍 Topics Covered: Federal Reserve outlook & rate policy implications Economic data trends influencing investor sentiment Tariff developments and trade policy impact Innovations in capital markets tech & automation 📈 Stay ahead of the curve with actionable insights into the evolving capital markets environment. Subscribe for more expert commentary and updates ‪ ⁨@ChrismanCommentary⁩ #ChrismanCommentary #MortgageNews #CapitalMarkets #FederalReserve #EconomicOutlook #MarketAnalysis #MortgageTechnology #MortgageTech #TrumpTariffs #Tariffs #SecondaryMarket #InterestRates #FinanceNews #MortgageRates #Mortgage #Innovation #Tradepolicy

Watch the full video here - https://www.youtube.com/watch?v=iqOEMS-f9MY Subscribe to the channel - https://www.youtube.com/@ChrismanCommentary In this episode of Capital Markets Wrap presented by Polly, our industry experts analyze the key takeaways from the latest Federal Reserve meeting and member commentary, offering insights into potential market direction and monetary policy trends. Our panel breaks down how reduced market volatility—especially compared to early April—is refocusing investor attention on critical economic indicators, including inflation data, jobs reports, and GDP growth. We also examine recent updates in the U.S. tariff landscape and their potential impact on capital markets. Additionally, discover how advancements in capital markets technology are enhancing transparency, precision, and efficiency in the secondary mortgage market process. 🔍 Topics Covered: Federal Reserve outlook & rate policy implications Economic data trends influencing investor sentiment Tariff developments and trade policy impact Innovations in capital markets tech & automation 📈 Stay ahead of the curve with actionable insights into the evolving capital markets environment. Subscribe for more expert commentary and updates ‪ ⁨@ChrismanCommentary⁩ #ChrismanCommentary #MortgageNews #CapitalMarkets #FederalReserve #EconomicOutlook #MarketAnalysis #MortgageTechnology #MortgageTech #TrumpTariffs #Tariffs #SecondaryMarket #InterestRates #FinanceNews #MortgageRates #Mortgage #Innovation #Tradepolicy

Watch the full video here - https://www.youtube.com/watch?v=iqOEMS-f9MY Subscribe to the channel - https://www.youtube.com/@ChrismanCommentary In this episode of Capital Markets Wrap presented by Polly, our industry experts analyze the key takeaways from the latest Federal Reserve meeting and member commentary, offering insights into potential market direction and monetary policy trends. Our panel breaks down how reduced market volatility—especially compared to early April—is refocusing investor attention on critical economic indicators, including inflation data, jobs reports, and GDP growth. We also examine recent updates in the U.S. tariff landscape and their potential impact on capital markets. Additionally, discover how advancements in capital markets technology are enhancing transparency, precision, and efficiency in the secondary mortgage market process. 🔍 Topics Covered: Federal Reserve outlook & rate policy implications Economic data trends influencing investor sentiment Tariff developments and trade policy impact Innovations in capital markets tech & automation 📈 Stay ahead of the curve with actionable insights into the evolving capital markets environment. Subscribe for more expert commentary and updates ‪ ⁨@ChrismanCommentary⁩ #ChrismanCommentary #MortgageNews #CapitalMarkets #FederalReserve #EconomicOutlook #MarketAnalysis #MortgageTechnology #MortgageTech #TrumpTariffs #Tariffs #SecondaryMarket #InterestRates #FinanceNews #MortgageRates #Mortgage #Innovation #Tradepolicy

Watch the full video here - https://www.youtube.com/watch?v=iqOEMS-f9MY Subscribe to the channel - https://www.youtube.com/@ChrismanCommentary In this episode of Capital Markets Wrap presented by Polly, our industry experts analyze the key takeaways from the latest Federal Reserve meeting and member commentary, offering insights into potential market direction and monetary policy trends. Our panel breaks down how reduced market volatility—especially compared to early April—is refocusing investor attention on critical economic indicators, including inflation data, jobs reports, and GDP growth. We also examine recent updates in the U.S. tariff landscape and their potential impact on capital markets. Additionally, discover how advancements in capital markets technology are enhancing transparency, precision, and efficiency in the secondary mortgage market process. 🔍 Topics Covered: Federal Reserve outlook & rate policy implications Economic data trends influencing investor sentiment Tariff developments and trade policy impact Innovations in capital markets tech & automation 📈 Stay ahead of the curve with actionable insights into the evolving capital markets environment. Subscribe for more expert commentary and updates ‪@ChrismanCommentary #ChrismanCommentary #MortgageNews #CapitalMarkets #FederalReserve #EconomicOutlook #MarketAnalysis #MortgageTechnology #MortgageTech #TrumpTariffs #Tariffs #SecondaryMarket #InterestRates #FinanceNews #MortgageRates #Mortgage #Innovation #Tradepolicy

In this episode of Capital Markets Wrap presented by Polly, our industry experts analyze the key takeaways from the latest Federal Reserve meeting and member commentary, offering insights into potential market direction and monetary policy trends. Our panel breaks down how reduced market volatility—especially compared to early April—is refocusing investor attention on critical economic indicators, including inflation data, jobs reports, and GDP growth. We also examine recent updates in the U.S. tariff landscape and their potential impact on capital markets. Additionally, discover how advancements in capital markets technology are enhancing transparency, precision, and efficiency in the secondary mortgage market process. 🔍 Topics Covered: Federal Reserve outlook & rate policy implications Economic data trends influencing investor sentiment Tariff developments and trade policy impact Innovations in capital markets tech & automation 📈 Stay ahead of the curve with actionable insights into the evolving capital markets environment. Subscribe for more expert commentary and updates @ChrismanCommentary #ChrismanCommentary #MortgageNews #CapitalMarkets #FederalReserve #EconomicOutlook #MarketAnalysis #MortgageTechnology #MortgageTech #TrumpTariffs #Tariffs #SecondaryMarket #InterestRates #FinanceNews #MortgageRates #Mortgage #Innovation #Tradepolicy

On this episode of Capital Markets Wrap presented by Polly, our panelists examine the impact of Rocket’s acquisition of Mr. Cooper on base TBA pricing and prepay speeds. They will also dive into Liberation Day and the latest tariff updates, and how these factors are influencing the market. Capital Markets Wrap is your premier source for the latest developments in the mortgage capital markets. Each month, panelists provide in-depth analysis and updates on key trends, policy changes, and market movements affecting the mortgage industry. Our show covers a wide array of topics including bond market fluctuations, interest rate trends, MBS news, and economic indicators impacting capital markets. Join us as we dissect the most pressing issues, offering expert commentary and actionable insights to help you navigate the complexities of the mortgage capital landscape.

In this episode of Capital Markets Wrap p/b Polly, we dive into the latest trends shaping the secondary mortgage market and what they mean for lenders, investors, and originators. We explore why uncertainty rattles markets, how volatility cuts into secondary profits, and whether today’s fluctuations are the new normal. The discussion also covers how President Trump’s activities are influencing the mortgage space, key developments in PPE technology, and what’s ahead on the innovation roadmap. We break down the math behind renegotiations, the reasoning behind early payoff penalties, and the growing role of Capital Markets teams in delivering new products to LOs and AEs. Plus, with the Fed’s next meeting just around the corner (March 18-19), we analyze what’s already priced into the market, potential outcomes, and why the Fed’s decision itself isn’t what actually moves rates. Don’t miss this deep dive into the forces shaping the mortgage industry right now!

On this episode of Capital Markets Wrap presented by Polly, our panelists discuss the fallout from Rohit Chopra's removal from the CFPB, the impact on TRID/ATR enforcement, and the misconception that regulations will disappear without legislative change. They also cover tariffs and other key regulatory challenges.

On this month's Capital Markets Wrap presented by Polly, Rob Chrisman hosts a conversation with Ira Selwin, James Baublitz, and Marcus Lam, discussing key trends in the mortgage and capital markets. Mortgage Market Insights: Ira Selwin emphasizes adaptability in the current high-rate environment (7%–7.25%), where flexible lending is becoming essential. He advises lenders to focus on what they can control, like originations and recruitment, rather than predicting rates. He also underscores the importance of buying homes now, even if rates drop later. Education & Training: James Baublitz explains that the Academy attracts a diverse group of professionals, from loan officers to tech experts, all seeking to expand their secondary marketing and capital markets knowledge. He highlights the need for professionals to understand complex mortgage products, from servicing cash flows to MSRs. Technology in Training: Marcus Lam discusses Polly’s AI-powered tools that help mortgage professionals learn more effectively, offering interactive guides and personalized support. He humorously recalls a conference experience where he was distracted by a puppy event. M&A and Market Shifts: Rob Chrisman predicts an uptick in mergers and acquisitions in the mortgage space, driven by companies rethinking their strategies in response to the tough market conditions. The discussion highlights industry challenges like rate volatility, the importance of education, and how companies are leveraging technology and adaptability to succeed in a changing market.

On this episode of Capital Markets Wrap presented by Polly, our panelists Rob Chrisman, Rob Kessel, and Marchs Lam dive into the latest trends in Treasury security spreads and explore their potential effects on mortgage rates. They also discuss the future of the GSEs, examining how Fannie Mae and Freddie Mac might adapt to the changing market and what this means for business with them going forward.

This month's Capital Markets Wrap presented by Polly that breaks down all things secondary marketing post-election is one you won't want to miss. Moderator Rob Chrisman is joined by usual panelists Ira Selwin, Rob Kessel, and Marcus Lam to talk recent volatility, Freddie and Fannie's conservatorship, the focus of capital markets desks moving into 2025, and more.

With Rob C. changing travel plans due to Hurricane Milton, Robbie joins Rob Kessel, Ira Selwin, and Marcus Lam on this month's Capital Markets Wrap p/b Polly to discuss loan amount limits, Freddie Mac's new LPA choice, natural disasters' impacts on the ability to close loans, and how recapture assumptions are driving servicing values.

Ira, Marcus, and Robbie touch on all the latest from the capital markets side of things, from early payoffs to MSR values, chatter in the hallways from the TMC conference in Denver, and also go through some capital markets 101 and 202 for origination staffs.

In the first Capital Markets Wrap presented by Polly episode, Rob Chrisman is joined by Ira Selwin, Marcus Lam, and Rob Kessel to discuss buybacks and early payoff penalties, hedging from days gone by, and origin stories for how each panelist got into the secondary marketing side of things.