Episode
Fed Expectations, Inflation Focus & May Market Advantage | Optimal Insights | June 9, 2026
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- Jun 9, 2026
- Duration seconds
- 1603
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Summary
Welcome to this week’s episode of Optimal Insights. In this episode, Jim Glennon and James Cahill deliver the market update, covering the latest jobs report, inflation trends, rate volatility, and shifting expectations for Federal Reserve policy. The episode then transitions to Mike Vough and Brennan O’Connell for a Market Advantage preview, examining May data across origination volume, mortgage rates, product mix, secondary market execution, MSR values, and investor activity. The team shares their expert opinions and insights into how these factors are shaping the industry and the broader economic landscape. Subscribe to Market Advantage: https://www2.optimalblue.com/market-advantage/ Key Points Stronger-than-expected jobs data and its impact on rates and Fed expectations Inflation trends, upcoming CPI and PPI reports, and market volatility May Market Advantage trends across origination and secondary markets Chapters 00:01 – Welcome and episode overview 02:40 – Market update: jobs report and rate reaction 09:55 – Inflation outlook and Fed policy expectations 16:42 – Market Advantage preview: May origination and rate trends 20:52 – Secondary market insights, MSR values, and investor activity 26:08 – Closing remarks Optimal Insights Team: Jim Glennon, SVP, Hedging and Trading Operations James Cahill, MSF/MSR Account Manager Mike Vough, SVP, Corporate Strategy Brennan O’Connell, Director of Data Solutions Production Team: Executive Producer: Sara Holtz Producers: Matt Gilhooly & Alex Kreuter Commentary included in the podcast shall not be construed as, nor is Optimal Blue providing, any legal, trading, hedging, or financial advice.