Wells Fargo's Kevin Jackson on Tariffs, Stagflation, and the Future of Housing | April 28, 2025

In this week’s episode of Optimal Insights, Jim Glennon, Jeff McCarty, and Alex Hebner discuss the latest market trends. Special guest Kevin Jackson from Wells Fargo joins to provide an in-depth analysis of tariffs, their impact on inflation and stagflation, and the Fed's potential responses.Key Points:Market Trends: Jim Glennon and Alex Hebner analyze recent changes in interest rates and bond markets, focusing on the impact of the Trump administration's tariff policies and their implications for consumer spending and inflation.Economic Outlook: The hosts examine broader economic trends, including inflation readings and employment data, discussing how these factors affect the mortgage industry and the potential productivity gains from AI.Federal Reserve Dynamics: Kevin Jackson provides insights into the interactions between the Federal Reserve and the executive branch, exploring the potential implications for interest rates, economic policy, and the challenges posed by stagflation.Tune in to gain valuable insights to help you stay ahead and maximize your profitability in the ever-evolving mortgage landscape.#OptimizeYourAdvantage #MaximizeProfitabilityHosts and Guests:Jim Glennon, VP of Hedging & Trading Client Services, Optimal BlueJeff McCarty, VP of Hedging & Trading Product, Optimal BlueAlex Hebner, Hedge Account Manager, Optimal BlueSpecial Guest:·      Kevin Jackson, Managing Director, Wells Fargo’s Corporate & Investment BankProduction Team:Executive Producer: Sara HoltzProducer: Matt Gilhooly & Hailey BoyerFollow Optimal Blue on YouTube: https://www.youtube.com/@Optimal-BlueCommentary included in the podcast shall not be construed as, nor is Optimal Blue providing, any legal, trading, hedging, or financial advice.--Keywords: Real-time data insights, Capital markets commentary, Mortgage industry, Profitability, Lenders, Investors, Rate fluctuations, Mortgage landscape, Expert advice, Optimal Blue, Secondary marketing automation, Pricing accuracy, Margin protection, Risk management, Originators, OriginationsMentioned in this episode:Is Your PPE Helping – or Holding You Back?Small delays can become everyday obstacles. If your team relies on workarounds, extra verification steps, or manual processes to keep loans moving, it may be time to rethink your pricing engine. Discover what a modern PPE should deliver – from real-time accuracy and intelligent automation to seamless workflow execution. Learn more today. Explore the Optimal Blue PPE - https://www2.optimalblue.com/optimalblueppe