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

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

Update: 2025-07-24
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Mortgage-market investors will need to pay especially close attention to policy shifts and actions in coming weeks, says Erica Adelberg, chief mortgage strategist for Bloomberg Intelligence. On this Macro Matter’s episode of the FICC Focus podcast series, Adelberg is joined by host Ira Jersey, BI’s head of US interest-rate strategy, to discuss the mortgage-backed securities market. Adelberg explores how the MBS landscape is evolving amid recent policy shifts, including GSE-privatization discussions, the broadening of mortgage-credit access through the adoption of VantageScore, changes to VA loss-mitigation strategies and shifting demand across mortgage-backed securities products. The analysis also considers the influence of the Federal Reserve on MBS supply and demand dynamics.


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



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

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

Bloomberg Intelligence