Today’s episode includes an explainer on why the stock market is not the economy. Plus, Robbie interviews PennyMac’s Isaac Boltansky on key federal policy developments shaping the housing market and broader U.S. economy. And we close with an explainer on why inflation concerns are still the main driver of short-term interest rates.<br>Thank you to Experian. From lenders and landlords to employers and consumers, Experian helps connect the housing ecosystem with the data and insights needed to make faster, confident decisions. Lead a smarter housing journey with Experian.<br>The Chrisman Commentary is your go-to daily mortgage news podcast, where industry insights meet expert analysis. Hosted by Robbie Chrisman, this podcast delivers the latest updates on mortgage rates, capital markets, and the forces shaping the housing finance landscape. Whether you&#x27;re a seasoned professional or just looking to stay informed, you&#x27;ll get clear, concise breakdowns of market trends and economic shifts that impact the mortgage world.

7.1.26 Stock Market Versus Economy; PennyMac’s Isaac Boltansky on Policy; Inflation Concerns

Chrisman Commentary - Daily Mortgage News

Welcome to the Chrisman Commentary, Daily Mortgage News. I'm your host, Robbie Chrisman. Topics on today's episode include Why the Stock Market is not the Economy, My interview with PennyMacs Isaac Boltansky on Key Federal Policy Developments Shaping the Housing Market and Broader U.S. Economy, and yes, Inflation is still a huge concern.

Thanks to this week's podcast sponsor, Experian. From lenders and landlords to employers and consumers, Experian helps connect the housing ecosystem with the data and insights needed to make faster, confident decisions. Lead a smarter housing journey with Experian. To learn more, visit Experian.com slash mortgage.

We find ourselves in the third quarter of 2026. The stock market has made the headlines, but between A, the reduction in the number of publicly held companies, and B, the weight given to AI-related stocks, it is worth reminding everyone that the stock market is not the economy. Economies are complex, as are countries.

Did you know that more Europeans die each year from summer heat than Americans die from gun violence? Over 1,000 recently. Over 1,000 people recently died in France. There are 1,500 deaths in Western Europe being attributed to the climate this year. Sacre bleu, have you heard of air conditioning? No, just kidding. Returning to this country, I don't mean to laugh at death, sorry. There are six state capitals west of Los Angeles. You don't need my help in naming them.

There's plenty to like about this country. Building materials giant Saint-Gobain continues to expand its U.S. footprint and has invested nearly $7 billion in North America since 2021, deploying prefab systems that can reduce bill times 30 to 50% while avoiding tariff exposure. Where there's a will, there's a way. Speaking of wills and ways, will borrowers find you through online search?

7.1.26 Stock Market Versus Economy; PennyMac’s Isaac Boltansky on Policy; Inflation Concerns

Read the full transcript

The candid version is on a podcast,
not the earnings call.

7.1.26 Stock Market Versus Economy; PennyMac’s Isaac Boltansky on Policy; Inflation Concerns

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.