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Wells Fargo's Kevin Jackson on Tariffs, Stagflation, and the Future of Housing | April 28, 2025
In this week’s episode of Optimal Insights, Jim Glennon, Jeff McCarty, and Alex Hebner discuss the latest market trends. Special guest Kevin Jackson from Wells Fargo joins to provide an in-depth analysis of tariffs, their impact on inflation and stagflation, and the Fed's potential responses.
Key Points:
- Market Trends: Jim Glennon and Alex Hebner analyze recent changes in interest rates and bond markets, focusing on the impact of the Trump administration's tariff policies and their implications for consumer spending and inflation.
- Economic Outlook: The hosts examine broader economic trends, including inflation readings and employment data, discussing how these factors affect the mortgage industry and the potential productivity gains from AI.
- Federal Reserve Dynamics: Kevin Jackson provides insights into the interactions between the Federal Reserve and the executive branch, exploring the potential implications for interest rates, economic policy, and the challenges posed by stagflation.
Tune in to gain valuable insights to help you stay ahead and maximize your profitability in the ever-evolving mortgage landscape.
#OptimizeYourAdvantage #MaximizeProfitability
Hosts and Guests:
- Jim Glennon, VP of Hedging & Trading Client Services, Optimal Blue
- Jeff McCarty, VP of Hedging & Trading Product, Optimal Blue
- Alex Hebner, Hedge Account Manager, Optimal Blue
Special Guest:
· Kevin Jackson, Managing Director, Wells Fargo’s Corporate & Investment Bank
Production Team:
- Executive Producer: Sara Holtz
- Producer: Matt Gilhooly & Hailey Boyer
Follow Optimal Blue on YouTube: https://www.youtube.com/@Optimal-Blue
Commentary included in the podcast shall not be construed as, nor is Optimal Blue providing, any legal, trading, hedging, or financial advice.
--
Keywords: Real-time data insights, Capital markets commentary, Mortgage industry, Profitability, Lenders, Investors, Rate fluctuations, Mortgage landscape, Expert advice, Optimal Blue, Secondary marketing automation, Pricing accuracy, Margin protection, Risk management, Originators, Originations
Mentioned in this episode:
Market Advantage Report – Newly Expanded With New Origination and Secondary Markets Data Points
Smarter Lending Starts with Smarter Data
The newly enhanced Market Advantage report from Optimal Blue delivers unmatched insights across both origination and secondary markets, including property type, debt-to-income ratio, first-time homebuyer status, servicing rights, market rate indices, and investor count at loan sale.
📊 Get the data from the engine that powers your profitability. https://engage.optimalblue.com/market-advantage
Capture for Originators
Reengage Past Clients Without the Spreadsheet Headache
Tired of manually hunting for refinance opportunities? Capture for Originators does the heavy lifting for you. It automatically scans your closed loan portfolio and flags recapture opportunities – no spreadsheets, no manual work. Just actionable recapture opportunities delivered straight to you.
Learn more: https://www2.optimalblue.com/optimal-blue-launches-new-lead-generation-tool-for-originators or reach out to your Optimal Blue Client service representative for more information.
View all episodes
By Optimal BlueIn this week’s episode of Optimal Insights, Jim Glennon, Jeff McCarty, and Alex Hebner discuss the latest market trends. Special guest Kevin Jackson from Wells Fargo joins to provide an in-depth analysis of tariffs, their impact on inflation and stagflation, and the Fed's potential responses.
Key Points:
- Market Trends: Jim Glennon and Alex Hebner analyze recent changes in interest rates and bond markets, focusing on the impact of the Trump administration's tariff policies and their implications for consumer spending and inflation.
- Economic Outlook: The hosts examine broader economic trends, including inflation readings and employment data, discussing how these factors affect the mortgage industry and the potential productivity gains from AI.
- Federal Reserve Dynamics: Kevin Jackson provides insights into the interactions between the Federal Reserve and the executive branch, exploring the potential implications for interest rates, economic policy, and the challenges posed by stagflation.
Tune in to gain valuable insights to help you stay ahead and maximize your profitability in the ever-evolving mortgage landscape.
#OptimizeYourAdvantage #MaximizeProfitability
Hosts and Guests:
- Jim Glennon, VP of Hedging & Trading Client Services, Optimal Blue
- Jeff McCarty, VP of Hedging & Trading Product, Optimal Blue
- Alex Hebner, Hedge Account Manager, Optimal Blue
Special Guest:
· Kevin Jackson, Managing Director, Wells Fargo’s Corporate & Investment Bank
Production Team:
- Executive Producer: Sara Holtz
- Producer: Matt Gilhooly & Hailey Boyer
Follow Optimal Blue on YouTube: https://www.youtube.com/@Optimal-Blue
Commentary included in the podcast shall not be construed as, nor is Optimal Blue providing, any legal, trading, hedging, or financial advice.
--
Keywords: Real-time data insights, Capital markets commentary, Mortgage industry, Profitability, Lenders, Investors, Rate fluctuations, Mortgage landscape, Expert advice, Optimal Blue, Secondary marketing automation, Pricing accuracy, Margin protection, Risk management, Originators, Originations
Mentioned in this episode:
Market Advantage Report – Newly Expanded With New Origination and Secondary Markets Data Points
Smarter Lending Starts with Smarter Data
The newly enhanced Market Advantage report from Optimal Blue delivers unmatched insights across both origination and secondary markets, including property type, debt-to-income ratio, first-time homebuyer status, servicing rights, market rate indices, and investor count at loan sale.
📊 Get the data from the engine that powers your profitability. https://engage.optimalblue.com/market-advantage
Capture for Originators
Reengage Past Clients Without the Spreadsheet Headache
Tired of manually hunting for refinance opportunities? Capture for Originators does the heavy lifting for you. It automatically scans your closed loan portfolio and flags recapture opportunities – no spreadsheets, no manual work. Just actionable recapture opportunities delivered straight to you.
Learn more: https://www2.optimalblue.com/optimal-blue-launches-new-lead-generation-tool-for-originators or reach out to your Optimal Blue Client service representative for more information.