# Housing Policy, Inflation Trends & June Market Advantage | July 14, 2026

Page: https://stenobird.com/podcast/optimal-insights-mortgage-data-capital-markets-insights-7025480/housing-policy-inflation-trends-june-market-advantage-july-14-2026
Text version: https://stenobird.com/podcast/optimal-insights-mortgage-data-capital-markets-insights-7025480/housing-policy-inflation-trends-june-market-advantage-july-14-2026.md
Podcast: [Optimal Insights - Mortgage Data & Capital Markets Insights](https://stenobird.com/podcast/optimal-insights-mortgage-data-capital-markets-insights-7025480)
Published: 2026-07-14T10:30:00+00:00
Episode link: https://optimal-insights.captivate.fm/episode/ep-92
Audio file: https://episodes.captivate.fm/episode/2db74bd6-afeb-48b8-bf56-0a8aaf4214cc.mp3
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JSON: https://stenobird.com/v1/public/podcasts/optimal-insights-mortgage-data-capital-markets-insights-7025480/episodes/housing-policy-inflation-trends-june-market-advantage-july-14-2026
Duration seconds: 1718

## Resource

Welcome to this week's episode of Optimal Insights. In this episode, Jim Glennon is joined by James Cahill and Alex Hebner for a market update covering housing policy developments, Middle East tensions, inflation expectations, Federal Reserve dynamics, and the economic pressures facing consumers. The conversation then shifts to Mike Vough and Brennan O'Connell for a review of the latest Market Advantage report, highlighting June mortgage market performance across origination volume, refinance activity, product mix, secondary market trends, mortgage servicing rights (MSR) values, and investor demand. The team shares their expert perspectives on the economic forces influencing mortgage rates, lender activity, and housing market performance as the industry moves through the summer buying season. Subscribe to Market Advantage: https://www2.optimalblue.com/market-advantage/ Key Points Housing policy updates, Middle East geopolitical tensions, and their impact on rates and market sentiment CPI and PPI expectations, Federal Reserve policy outlook, and consumer economic pressures June Market Advantage data showing stronger lock activity, growing non-agency lending, and healthy investor demand Chapters 00:01 – Welcome and market overview 01:45 – Housing legislation and housing supply initiatives 05:44 – Middle East developments and market implications 07:30 – Federal Reserve outlook, inflation, and economic trends 18:13 – Market Advantage review: June origination and rate trends 22:45 – Secondary market execution, MSR values, and investor activity 28:03 – Closing remarks Optimal Insights Team: Jim Glennon, SVP, Hedging and Trading Operations James Cahill, MSF/MSR Account Manager Alex Hebner, Hedge Account Manager Mike Vough, SVP, Corporate Strategy Brennan O'Connell, Director o…

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