Show notes:
TMSpotlight:
11-04-2024 "Revolution"
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Bears say they want a Revolution. Well, you know.
Trends change. So, will the Bond vigilantes get the fiscal revolution they want with a global slowdown? Falling jobs will assure a 25-bps ease by the Fed on Thursday. China's stimulus news on Wednesday might impact the growth outlook globally.
Expect the 10-year yield to approach 4.50 or 4.18 by the end of the week. The Bulls can reign again despite the wild rate swings and consequential news events.
Bulls know it's gonna be. Alright. Alright.
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Song: Revolution (1968) The Beatles
https://www.youtube.com/watch?v=BGLGzRXY5Bw
The Lykken on Lending program will feature our Weekly Mortgage Updates with Adam DeSanctis and his MBA Mortgage Minute, and then Les Parker’s TMSpotlight, a 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”.