Capital Markets Wrap p/b Polly March 2025
In this episode of Capital Markets Wrap p/b Polly, we dive into the latest trends shaping the secondary mortgage market and what they mean for lenders, investors, and originators. We explore why uncertainty rattles markets, how volatility cuts into secondary profits, and whether today’s fluctuations are the new normal. The discussion also covers how President Trump’s activities are influencing the mortgage space, key developments in PPE technology, and what’s ahead on the innovation roadmap.
We break down the math behind renegotiations, the reasoning behind early payoff penalties, and the growing role of Capital Markets teams in delivering new products to LOs and AEs. Plus, with the Fed’s next meeting just around the corner (March 18-19), we analyze what’s already priced into the market, potential outcomes, and why the Fed’s decision itself isn’t what actually moves rates. Don’t miss this deep dive into the forces shaping the mortgage industry right now!