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4.23.26 Spec Pool Composition; Paddington Capital Management's Paul Musson on Monetary Policy; Labor Market Indicators
In today’s episode, we go through the our daily update from the Strait of Hormuz and how it is impacting borrower behavior. Plus, Robbie sits down with Paddington Capital Management’s Paul Musson for a discussion on how policymakers are repeatedly propping up asset prices at the expense of long-term economic health and fairness. And we close by looking at the latest labor market indicators.Thank you to Experian Verify, a comprehensive income and employment verification solution for mortgage lenders. By uniting instant payroll data, permissioned access, and research verification in one…
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