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Shutdown Aftershocks and the Fed’s Next Move | Dec. 1, 2025
Optimal Insights - Transparent Data & Capital Markets Insights
Manage episode 522213525 series 3602753
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In this episode, the Optimal Insights team analyzes the lingering effects of the recent government shutdown on economic data and market sentiment. With limited new data available, the conversation centers on the upcoming FOMC meeting, the evolving composition of the Federal Reserve, and the implications for mortgage rates and market confidence.
Jim Glennon, Alex Hebner, and James Cahill discuss the increasing dissent within the Fed, the impact on rate expectations, and the potential for significant changes in 2026 as new appointments are made. They also touch on the influence of private payrolls and PCE data, the uncertainty in long-term rates, and the anticipated nomination of Kevin Hassett as the next Fed chair.
Key Points:
- Government shutdown has delayed key economic data, increasing market uncertainty.
- Upcoming FOMC meeting and rate decision are pivotal for the mortgage industry.
- Rising dissent within the Fed could lead to greater volatility in rate expectations.
- Mortgage rates remain stubbornly above 6%, with spreads tightening.
Optimal Insights Team:
- Jim Glennon, Vice President of Hedging and Trading Client Services
- Alex Hebner, Hedge Account Manager, Optimal Blue
- James Cahill, MSF/MSR Account Manager
Production Team:
- Executive Producer: Sara Holtz
- Producer: Matt Gilhooly
Commentary included in the podcast shall not be construed as, nor is Optimal Blue providing, any legal, trading, hedging, or financial advice.
Mentioned in this episode:
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