Rate Stability, Soft Jobs & Investor Shifts + January 2026 Market Advantage Data | Feb. 9, 2026 скачать в хорошем качестве

Rate Stability, Soft Jobs & Investor Shifts + January 2026 Market Advantage Data | Feb. 9, 2026

Welcome to this week’s episode of Optimal Insights. We begin with a market update featuring Jim Glennon, Alex Hebner, and James Cahill, who analyze a volatile week across markets – from tech stock selloffs and crypto downturns to shifting labor data, inflation expectations, and the implications of a steepening yield curve. In the second segment, Mike Vough and Brennan O’Connell dive into the January 2026 Market Advantage Data, revealing strong rate lock growth, heightened refi activity, credit score improvements, investor demand expansion, and rising servicing valuations – all signaling increased optimism as 2026 begins. Key Points • Market volatility driven by tech declines and sector rotation • Weak labor metrics and CPI expectations creating uncertainty • Yield curve steepening and prospects for additional Fed rate cuts • January 2026 data: refi surges, credit improvements, affordability gains • Investor demand and servicing valuations trending upward • Shift toward increased MBS securitizations Chapters 00:00 – Market Overview with Jim, Alex & James 02:52 – Equity Rotation, Labor Data & Inflation Dynamics 11:31 – CPI Expectations & Consumer Sentiment 21:41 – January 2026 Data: Refi, Credit & Affordability Trends 26:40 – Secondary Market Movements & Investor Demand 31:54 – Closing Thoughts & Key Watchpoints Optimal Insights Team: • Jim Glennon, Senior Vice President of Hedging and Trading Operations • Alex Hebner, Hedge Account Manager • James Cahill, MSF/MSR Account Manager • Mike Vough, Senior Vice President of Corporate Strategy • Brennan O’Connell, Director of Data Solutions 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.