Episode
Fed Pause, PCE Rebound & April Market Advantage Preview | Optimal Insights | May 5, 2026
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- May 5, 2026
- Duration seconds
- 2003
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- https://optimal-insights.captivate.fm/episode/ep-82
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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 global energy risks, inflation data, Federal Reserve policy, and upcoming labor market reports. Mike Vough and Brennan O’Connell then present a special Market Advantage preview, examining April trends 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: Global energy disruption and renewed inflation pressures Federal Reserve policy signals and the upcoming jobs data slate April Market Advantage trends across origination and secondary markets Chapters: 00:01 – Welcome and episode overview 02:41 – Market update: energy risks and inflation outlook 11:26 – Fed decision and labor market data preview 22:32 – Market Advantage preview: origination and rate trends 27:23 – Secondary market insights, MSR values, and investor activity 32:39 – 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 Producer: Matt Gilhooly Commentary included in the podcast shall not be construed as, nor is Optimal Blue providing, any legal, trading, hedging, or financial advice.