Episode Details

In this week’s episode of Optimal Insights, Jim Glennon, Alex Hebner & James Cahill break down the latest market update, including tech-sector weakness, crypto and commodity volatility, labor‑market deterioration, CPI expectations, and yield‑curve movements influencing early‑year rate sentiment.

Mike Vough & Brennan O’Connell, provide a preview of January 2026 Market Advantage Data, highlighting major refi surges, credit improvements, rising first-time homebuyer participation, investor demand growth, servicing valuation trends, and a shift toward more MBS securitizations.

Optimal Insights Team:

1. Jim Glennon, SVP, H&T Operations
2. Alex Hebner, Hedge Acct. Mgr
3. James Cahill, MSF/MSR Acct. Mgr
4. Mike Vough, SVP, Corp. Strategy
5. Brennan O’Connell, Dir. of Data Solutions

Production Team:

1. Executive Producer: Sara Holtz
2. Producer: Matt Gilhooly

Commentary included in the podcast shall not be construed as, nor is Optimal Insights providing, any legal, trading, hedging, or financial advice.

Mentioned in this episode:

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