22.10.25 “Black Dog” Deals are On/Off
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Hey, hey tariffs like the way you move. Gonna make friends sweat, gonna make deals groove.
Trump finds ways to move friends and foes to make deals. Last week, misery and mayhem disappeared before the tariff clock struck midnight with our friends. As a result, our vision for a new rate trend emerged because DOGE and tariff news gave investors room to turn the rate trend lower for the 10-year and mortgages.
Oil fell 10% from our 2025 anticipated $80 ceiling, supporting low inflation. The strong Dollar signals investors like US dealmaking.
These views are mine. Find the on-off secret at TMSpotlight.com.
On off on off on off on off on off on off on
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Song: Black Dog (1971) Led Zeppelin
Les Parker is the Managing Director at Transformational Mortgage Solutions Advisory Board Member for Ainsworth Advisors; and has served as the Senior Vice President of Industry Relations and Consulting at LoanLogics, a technology and services provider focused on improving mortgage loan quality, performance, and reliability throughout the loan life-cycle. His responsibilities included managing the company’s life of loan analytics and monitoring capabilities, overseeing consulting services, contributing to the strategic planning team, and communicating with industry leaders to develop and maintain positive relationships. He focused on identifying threats and strategic opportunities. Parker has executive mortgage banking experience in capital markets, servicing, operations, production, and financial management. Parker has served as director of the largest private issuer of CMOS. His educational background covers music, religious studies, mortgage banking, mathematics, and business administration. Parker holds a BBA in Finance, and other degrees, and has held numerous securities licenses. Parker is a Master Certified Mortgage Banker, a designation conferred by the Mortgage Bankers Association. Parker writes, speaks, and provides audio content, Since the late 1980s, he publishes a daily newsletter connecting global macroeconomics to the US interest rate movement.