7.1.26 Stock Market Versus Economy; PennyMac’s Isaac Boltansky on Policy; Inflation Concerns episode artwork

EPISODE · Jul 1, 2026 · 22 MIN

7.1.26 Stock Market Versus Economy; PennyMac’s Isaac Boltansky on Policy; Inflation Concerns

from Chrisman Commentary - Daily Mortgage News

Today’s episode includes an explainer on why the stock market is not the economy. Plus, Robbie interviews PennyMac’s Isaac Boltansky on key federal policy developments shaping the housing market and broader U.S. economy. And we close with an explainer on why inflation concerns are still the main driver of short-term interest rates.Thank you to Experian. From lenders and landlords to employers and consumers, Experian helps connect the housing ecosystem with the data and insights needed to make faster, confident decisions. Lead a smarter housing journey with Experian.The Chrisman Commentary is 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.

Today’s episode includes an explainer on why the stock market is not the economy. Plus, Robbie interviews PennyMac’s Isaac Boltansky on key federal policy developments shaping the housing market and broader U.S. economy. And we close with an explainer on why inflation concerns are still the main driver of short-term interest rates. Thank you to Experian. From lenders and landlords to employers and consumers, Experian helps connect the housing ecosystem with the data and insights needed to mak...

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7.1.26 Stock Market Versus Economy; PennyMac’s Isaac Boltansky on Policy; Inflation Concerns

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This episode was published on July 1, 2026.

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Today’s episode includes an explainer on why the stock market is not the economy. Plus, Robbie interviews PennyMac’s Isaac Boltansky on key federal policy developments shaping the housing market and broader U.S. economy. And we close with an...

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