Fed Expectations, Inflation Focus & May Market Advantage | Optimal Insights | June 9, 2026
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.
Mentioned in this episode:
Is Your PPE Helping – or Holding You Back?
Small delays can become everyday obstacles. If your team relies on workarounds, extra verification steps, or manual processes to keep loans moving, it may be time to rethink your pricing engine. Discover what a modern PPE should deliver – from real-time accuracy and intelligent automation to seamless workflow execution. Learn more today.
Explore the Optimal Blue PPE - https://www2.optimalblue.com/optimalblueppe
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.
Mentioned in this episode:
Is Your PPE Helping – or Holding You Back?
Small delays can become everyday obstacles. If your team relies on workarounds, extra verification steps, or manual processes to keep loans moving, it may be time to rethink your pricing engine. Discover what a modern PPE should deliver – from real-time accuracy and intelligent automation to seamless workflow execution. Learn more today.
Explore the Optimal Blue PPE - https://www2.optimalblue.com/optimalblueppe
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