undefined

Erica Adelberg

Bloomberg Intelligence Chief Mortgage-Backed Securities Strategist.

Top 5 podcasts with Erica Adelberg

Ranked by the Snipd community
undefined
Jul 24, 2025 • 29min

Mortgage Market Update With BI’s Erica Adelberg: Macro Matters

Erica Adelberg, Chief Mortgage Strategist for Bloomberg Intelligence, dives into the evolving mortgage-backed securities market. She discusses the upcoming policy shifts, including GSE privatization and the adoption of VantageScore, which broadens mortgage access for first-time buyers. Adelberg highlights the changing dynamics of loans and the effects of the Federal Reserve's decisions on market stability. She also tackles the implications of new policies on veterans and the potential for increased refinancing as mortgage rates decline.
undefined
Apr 18, 2025 • 39min

Daybreak Weekend: Tesla Results, Europe Earnings, China Tariff Reaction

Erica Edelberg, Bloomberg Intelligence's Chief Mortgage-Backed Securities Strategist, and Colm Murphy, China EcoGov reporter, dive into the latest financial trends. They discuss Tesla's recent struggles with declining deliveries and tariff impacts on the U.S. housing market. The duo explores how European companies are bracing for earnings amid trade volatility and how Chinese manufacturers are creatively navigating U.S. tariffs, including savvy TikTok strategies. Their insights reveal the complex interplay of market dynamics and international trade.
undefined
Aug 28, 2024 • 40min

US Mortgage Rates Drop, Nvidia Earnings

Erica Adelberg, Chief Mortgage-Backed Securities Strategist at Bloomberg Intelligence, discusses the recent drop in U.S. mortgage rates to a record low, revealing its potential effects on the housing market. Shelby McFaddin from Motley Fool shares insights on Nvidia's pivotal role in AI and the associated market risks. Mary Ross Gilbert examines retail earnings trends, while Sylvia Jablonski, CEO of Defiance ETFs, provides her market outlook amid economic shifts. The conversation highlights consumer spending dynamics and upcoming challenges for major retailers.
undefined
May 24, 2024 • 32min

Avian Flu Spreads, Remembering George Floyd

Lisa Jarvis talks about testing farmers for bird flu, Erica Adelberg discusses mortgage lending, Ben Emons covers the latest on markets, and Marc Morial reflects on George Floyd's death and changes in law enforcement tactics.
undefined
Apr 25, 2024 • 22min

The Economy, the Fed, and the Mortgage Market: Macro Matters

BI's Erica Adelberg and Will Hoffman discuss MBS market trends, housing market performance, and the implications of continued MBS runoff from the Fed's balance sheet. They delve into structural demand implications, rising housing prices, refinancing trends, and the evaluation of higher mortgage coupons.

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