Capital Markets Wrap p/b Polly - Capital Markets Panel on MBS Strategy and Housing Policy

Capital markets update: Trump $200B MBS, credit card rate caps, and institutional home buying. Rob Chrisman, Dawn Meshel, and panel break it down.

Discover the latest shifts in the mortgage industry as the Capital Markets Wrap team analyze headline-making moves that impact housing finance: Trump’s $200B MBS purchase proposal, Fannie/Freddie’s evolving role, and the ripple effects on mortgage rates. Hosts Rob Chrisman, Dawn Meshel, Rob Kessel, James Baublitz, and Ira Selwin tackle key questions: Will non-QM products outpace agency loans? How do institutional buyers affect first-time homeownership? What really drives credit cost, liquidity, and origination trends in 2024? Plus, actionable insights on product rollouts, hedging, and broker perspectives. Perfect for mortgage executives and capital markets pros seeking a strategic edge.

CONNECT: 🔔 Subscribe for weekly mortgage industry insights
📩 Daily Newsletter: https://www.chrismancommentary.com/su...
🎧 Podcast: https://www.chrismancommentary.com/po...
💼 Chrisman Commentary: https://www.chrismancommentary.com

TIMESTAMPS:
00:00 Trump's $200B MBS Announcement
04:25 Trump Admin Directs $200B MBS Purchase
07:54 "Fed Response and Market Stability"
11:09 Mortgage Market Trends and Insights
16:26 Institutional Buyers in Housing Market
19:19 "Debating Rate Caps and Usury"
23:44 Growing Demand for Non-QM Loans
28:44 "Sticking to Best Efforts"
29:53 "Scaling Non-QM Loan Strategies"
34:07 Shifting Mortgage Product Trends
39:36 "Profitability vs. Affordability Dilemma"
42:15 "Optimizing Loan Pricing Decisions"
44:16 "Opportunities in Market Volatility"

KEYWORDS:
Capital markets, mortgage rates, MBS purchases, Trump announcement, Fannie Mae, Freddie Mac, GSEs, non-QM loans, DSCR, interest rate cap, institutional investors, single family homes, affordability, Plaza Home Mortgage, best execution, spreads, pipeline management, underwriting exceptions, supply and demand, product rollout, mortgage origination, Fed policy

#MortgageIndustry #CapitalMarkets #FannieMae #FreddieMac #NonQM #InstitutionalInvestors #MBS #AdvisoryAngle #ChrismanCommentary #MortgageRates #HousingFinance #Polly #PlazaHomeMortgage #DSCR #CreditCosts #MortgageNews