Macro Matters: SFVegas Recap with BI’s MBS Strategist Adelberg

The cadence of announcements about housing affordability and deregulation may accelerate into the midterm elections in November, Bloomberg Intelligence chief MBS strategist Erica Adelberg says. On this Macro Matters episode of the FICC Focus podcast series, Adelberg joins host Ira Jersey, BI’s chief US rates strategist, to discuss key takeaways from the Structured Finance Association’s conference held Feb. 22-25 in Las Vegas. They explore GSE reforms, regulatory changes, shifts in credit scoring used while processing mortgage applications and the use of AI in the mortgage process. They also cover the talk around the health of the economy and why few expect a recession in the foreseeable future. 

The Macro Matters podcast is part of BI’s FICC Focus series.