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4.23.26 Spec Pool Composition; Paddington Capital Management's Paul Musson on Monetary Policy; Labor Market Indicators


In today’s episode, we go through the our daily update from the Strait of Hormuz and how it is impacting borrower behavior. Plus, Robbie sits down with Paddington Capital Management’s Paul Musson for a discussion on how policymakers are repeatedly propping up asset prices at the expense of long-term economic health and fairness. And we close by looking at the latest labor market indicators.


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The Chrisman Commentary is your go-to daily mortgage news podcast, where industry insights meet expert analysis. Hosted by Robbie Chrisman, this podcast delivers the latest updates on mortgage rates, capital markets, and the forces shaping the housing finance landscape. Whether you're a seasoned professional or just looking to stay informed, you'll get clear, concise breakdowns of market trends and economic shifts that impact the mortgage world.

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