Inaugurations, Housing Challenges, and Tech Trends: A New Chapter for 2025

Inaugurations, Housing Challenges, and Tech Trends: A New Chapter for 2025

Show notes:

TMSpotlight:

01-20-2025 Positive Real Yields Could Be “Right Here Waiting For You”
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Wherever Jobs go, whatever Jobs do. Bonds will be Right Here Waiting for you.

The Bond Bears like the US optimism, but actions take time and face obstacles. The bears’ water-dripping torture machine drives bulls crazy with each added Job.

Wild times can be in a trending market with high volatility. Wild news and political tricks can make finicky fixed-income investors fickle. Right now, they like their positive real yields.

Jobs, in the end, Yields are with you
Bears take the chance.
These views are mine. Weigh chances at TMSpotlight.com.
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Song: Right Here Waiting (2010) Richard Marx


The Lykken on Lending program will feature our Weekly Mortgage Updates with Adam DeSanctis and his MBA Mortgage Minute, and then Les Parker’s TMSpotlighta macroeconomic perspective on the economy with a music parody. That leads to Matt Graham of MBS Live providing you a rate & market update, followed by David Kittle, Chief Executive Officer @ Cypress Mortgage Capital, to discuss mortgage originations. Then we have Alice Alvey of Union Home providing a regulatory & legislative update, then Allen Pollack giving us a Tech Report on the latest technology impacting our industry. Finally, we wrap up the first half of the program with Marc Helm, Senior Executive Partner @ Transformational Mortgage Solutions, talking about Loan Servicing and the “Agencies”.