9.15.26 Around the Industry; FirstClose’s Adam Nicholson on Cycle Times; Treasury Yield Patterns

9.15.26 Around the Industry; FirstClose’s Adam Nicholson on Cycle Times; Treasury Yield Patterns

Author: Chrisman LLC September 15, 2026 Duration: 19:20
Driven by near-year-high interest rates and a lack of borrower incentive, a broadening slowdown in MBA mortgage applications is being led by a sharp, government-borrower-led decline in refinance activity that could ultimately drag monthly gross MBS issuance below $100 billion by the end of the year. Robbie interviews FirstClose’s Adam Nicholson on how faster cycle times directly impact pull-through and funded volume. And driven by persistent supply, geopolitical tensions, and an upcoming Fede...

Every weekday, Chrisman Commentary-Daily Mortgage News cuts through the noise of the financial world to focus squarely on the forces driving the housing and lending markets. Host Robbie Chrisman brings a direct, informed perspective to your morning, translating complex capital market movements, regulatory updates, and economic indicators into actionable intelligence for professionals and interested observers alike. This isn't just a headline recap; it's a deep dive into the "why" behind the rate sheets, offering context on how policy shifts in Washington or trends on Wall Street directly impact mortgage originators, real estate agents, and borrowers. The daily rhythm of this podcast ensures you're never caught off guard by market volatility, providing a consistent and reliable analysis of the lending landscape. Tune in for a concise, expert breakdown that makes sense of the day's most critical developments, from housing data releases to banking sector news, all delivered with the authority of Chrisman LLC's industry experience. You'll find clarity on the interconnected stories that define the mortgage business, making each episode a vital tool for navigating a constantly evolving field.
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