Unusual Whales cover image

Unusual Whales Pod #11: 2.6% GDP, the American economy at large, and risks in the Treasury market

Unusual Whales

00:00

Is There a Longer Lag Effect in the Mortgage Market?

There is a longer lag effect from rate hikes or in monetary policy manifests through the US. But where we're already starting to see Joseph is second order effects happening in credit availability, how it's priced and who's there to sort of backstop for mortgages. And when you look at securitized lending, you're starting to see more cracks surface across collateralized lending. Does anyone else have on the panel have anything else to add to what Joseph said?

Play episode from 06:08
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app