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7.2.26 Agency MBS Performance; First Lien Capital’s Bill Bymel on Distress Signals; June Payrolls Miss
Today’s episode includes a look at the performance of first-lien mortgages in the federal banking system during the first quarter of 2026. Plus, Robbie interviews First Lien Capital’s Bill Bymel on how insurance challenges, AI adoption in servicing, and key leading indicators are shaping the next potential cycle of market distress. And we close with the latest payrolls figures, which missed expectations.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…
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