9.21.26 Treasury Price Discovery; Balerion’s Naren Krishna on AI Underwriting; Economic Calendar Ahead

September 21
20 mins

Episode Description

Led by Chair Kevin Warsh, the Federal Open Market Committee raised the federal funds rate to 3.75–4 percent amid stubborn inflation, causing the 10-year Treasury yield to hit a near two-decade high as oil prices and investor fears climbed. Robbie interviews Balerion’s Naren Krishna on the company’s AI-driven approach to mortgage lending, market needs, partnerships, and plans for growth. And persistent rate volatility, driven by a hawkish Fed and economic pressures, continues to weigh on cheap but risky mortgages as buyers await a stable Treasury range ahead of a light data week highlighted by an expected rebound in new home sales.

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Welcome to The Chrisman Commentary, your go-to daily mortgage news podcast, where industry insights meet expert analysis. Hosted by Robbie Chrisman, this podcast delivers the latest updates on mortgage rates, capital markets, and the forces shaping the housing finance landscape. Whether you're a seasoned professional or just looking to stay informed, you'll get clear, concise breakdowns of market trends and economic shifts that impact the mortgage world.

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