Chrisman Commentary - Daily Mortgage News
The Chrisman Commentary podcast provides daily insights into the mortgage industry, covering market trends, capital markets, and regulatory changes. Hosted by Robbie Chrisman, each episode delivers expert analysis and industry perspectives on the forces shaping housing finance. Whether it’s mortgage rates, lending news, or economic shifts, the podcast offers a clear, concise breakdown of the most important developments. More at www.chrismancommentary.com.
Chrisman Commentary - Daily Mortgage News
Latest Episodes
9.23.26 Philanthropy and Appraisals, Castor Financial's Brooks Chamagne on Account Executive Compensation; MSR Warning Signs
Major financial contributions from philanthropic organizations and corporate leaders, such as Freedom Mortgage CEO Stan Middleman's $50 million gift to Penn Medicine and millions in donations to Southwest General Health Center and the American ...
9.22.26 Builder Business; BSI's Larry Goldstone on Servicing; Fed Path Forward
To protect the valuation of existing subdivision inventories, homebuilders like Lennar are increasingly relying on costly interest rate buy-downs instead of price cuts to sustain sales, a strategy that is beginning to strain industry earnings a...
9.21.26 Treasury Price Discovery; Balerion’s Naren Krishna on AI Underwriting; Economic Calendar Ahead
Led by Chair Kevin Warsh, the Federal Open Market Committee raised the federal funds rate to 3.75–4 percent amid stubborn inflation, causing the 10-year Treasury yield to hit a near two-decade high as oil prices and investor fears climbed. Robb...
9.18.26 MBS Portfolio Convexity; Cinchy's J. Paul Haynes on Cybersecurity; Further Fed Reaction
Ginnie Mae’s MBS portfolio surpassed $3 trillion in August 2026 as issuance remained strong, while rising mortgage rates have left roughly 98% of 30-year borrowers without a refinancing incentive, reducing prepayments and pushing much of the Ag...
9.17.26 Fed Decisioning; Mortgage Nerd Group’s Denise Donoghue on Broker Channel; Resilient Economic Data
The Fed’s anticipated 25-basis point hike to 3.75%–4.00% was less consequential than its increasingly hawkish outlook, with 16 of 18 policymakers projecting at least one more hike in 2026 and higher growth, inflation, and long-run rate forecast...
