Welcome to this week’s episode of Optimal Insights. In this episode, our experts discuss the latest economic trends and their impact on the mortgage industry. Host Jim Glennon, joined by experts Alex Hebner and Vimi Vasudeva, covers key topics such as the recent Fed meeting, the implications of rising delinquencies on government loans, and the effects on MSR valuations.

Highlights:

• Economic Analysis: Alex Hebner provides insights into the recent Fed meeting, discussing interest rate projections, quantitative tightening, and the potential impact of tariffs on the economy.
• Rising Delinquencies: Vimi Vasudeva explores the increase in government loan delinquencies, modeling their impact on MSR valuations and mortgage pricing.
• Market Trends: The episode examines current mortgage rates, consumer spending, and producer price indices, offering a comprehensive view of the economic landscape.

Hosts and Guests:

• Jim Glennon, VP of Hedging & Trading Client Services
• Alex Hebner, Hedge Account Manager
• Vimi Vasudeva, Managing Director

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

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Keywords: Real-time data insights, Capital markets commentary, Mortgage industry, Profitability, Lenders, Investors, Rate fluctuations, Mortgage landscape, Expert advice, Optimal Blue, Secondary marketing automation, Pricing accuracy, Margin protection, Risk management, Originators, Originations

Mentioned in this episode:

Optimal Blue Summit 2026 | February 23-25 | Scottsdale, Arizona

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Summit - OI

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AI at Optimal Blue - OI