# Market Update and MBA Secondary Takeaways | Optimal Insights | May 26, 2026

Page: https://stenobird.com/podcast/optimal-insights-mortgage-data-capital-markets-insights-7025480/market-update-and-mba-secondary-takeaways-optimal-insights-may-26-2026
Text version: https://stenobird.com/podcast/optimal-insights-mortgage-data-capital-markets-insights-7025480/market-update-and-mba-secondary-takeaways-optimal-insights-may-26-2026.md
Podcast: [Optimal Insights - Mortgage Data & Capital Markets Insights](https://stenobird.com/podcast/optimal-insights-mortgage-data-capital-markets-insights-7025480)
Published: 2026-05-26T12:30:00+00:00
Episode link: https://optimal-insights.captivate.fm/episode/ep-85
Audio file: https://episodes.captivate.fm/episode/616f28bb-0b2d-466d-9d46-d88e3b7bc78c.mp3
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JSON: https://stenobird.com/v1/public/podcasts/optimal-insights-mortgage-data-capital-markets-insights-7025480/episodes/market-update-and-mba-secondary-takeaways-optimal-insights-may-26-2026
Duration seconds: 2489

## Resource

In this episode of Optimal Insights, the team delivers a timely market update followed by key takeaways from the MBA Secondary Conference in New York City. The discussion opens with a review of rate volatility, inflation pressures, and the impact of geopolitical developments on oil prices, Treasury yields, and mortgage rates. The speakers examine upcoming economic data, including PCE inflation, employment reports, and Fed communications, and what these indicators may signal for market participants. The conversation then shifts to insights from the MBA Secondary Conference, highlighting industry sentiment, operational themes, and evolving strategies. Topics include credit scoring model discussions, the growing role of non-QM production, practical applications of technology versus overuse of AI, and how lenders are adapting to a higher-for-longer rate environment. The speakers also share observations on conference dynamics, client engagement, and the overall improvement in industry confidence compared to prior years. Key Points Interest rate volatility, inflation pressures, and geopolitical impacts Key economic indicators including PCE inflation and employment data Industry themes from the MBA Secondary Conference, including non-QM growth and technology adoption Chapters 00:00 - Market Update and Rate Environment 14:41 - MBA Secondary Conference Overview 24:45 - Technology, Non-QM, and Industry Outlook Optimal Insights Team Jim Glennon, Senior Vice President, Hedging & Trading Operations James Cahill, MSF/MSR Account Manager Alex Hebner, Hedge Account Manager Vimi Vasudeva, Managing Director, Hedging & Trading Operations Production Team Executive Producer: Sara Holtz Producer: Matt Gilhooly Commentary included in the podcast shall not be construed as, nor is Opti…

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## Transcript

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