In this episode, the Optimal Insights team dives into the latest economic indicators, including employment data, inflation expectations, and treasury auctions. They explore the implications of recent job market trends, AI’s impact on entry-level employment, and the broader economic sentiment.

A major focus is the growing momentum in the non-QM (non-qualified mortgage) space, with special guest, Vince Zenner, offering expert insights into risk management, hedging strategies, and the role of technology in streamlining complex loan products. The discussion emphasizes the shift from passive to active management across the mortgage industry.

Key Topics Covered:

• Employment data and its mixed signals
• Inflation expectations and upcoming CPI/PPI reports
• Treasury auctions and foreign investor sentiment
• GSE privatization debate
• Non-QM market growth, technology adoption, and hedging strategies
• Portfolio management and risk-adjusted returns

Optimal Insights Team:

• Jeff McCarty, VP of Hedging & Trading Product, Optimal Blue
• Alex Hebner, Hedge Account Manager, Optimal Blue
• Vimi Vasudeva, Managing Director, Optimal Blue

• Vince Zenner, Managing Director of Portfolio Management, Rate

• Executive Producer: Sara Holtz
• Producers: Matt Gilhooly & Hailey Boyer

Mentioned in this episode:

Market Advantage Report – Newly Expanded With New Origination and Secondary Markets Data Points

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