Latest / Chrisman Commentary - Daily Mortgage News
9.11.26 Prepayment Speeds; Agile's Greg Vacura on TBA Trading; CPI Inflation
August prepayments strengthened the view that the 2026 refinance wave has peaked, with Fannie 30-year speeds falling 12 percent to 7.1 CPR and Ginnie II also slowing, leaving subdued near-term runoff and greater extension risk, while higher-coupon VA pools and recent Ginnie vintages remain the key latent prepayment risks if mortgage rates decline materially. Robbie interviews Agile’s Greg Vacura on connecting mortgage lenders and broker-dealers to make MBS trading faster, more efficient, transparent, and less reliant on phone-based processes. And rates remain caught between an oversold…
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