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10.26.26 Politics and Lending; Stellar Innovations' Anish Thomas on Fulfillment; Competing Rate Forces
U.S. Treasury and agency MBS markets face heightened volatility as AI-related credit concerns spur safe-haven demand, while persistent inflation, elevated oil prices, hawkish central banks, and expanding deficits pressure yields higher, flatten the yield curve, limit mortgage-rate relief, and create increased hedging and pipeline risks amid uncertainty over the Fed’s next moves.
Robbie interviews Stellar Innovations’ Anish Thomas on combining deep industry expertise with AI-driven technology, human oversight, and secure, customizable workflows to help lenders accelerate loan closings, improve…
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