Show notes:
TMSpotlight:
04-21-2025 Tariffs Create Confusion For “Radio Free Europe”
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Tariffs on in transit. Tariffs out in transit. How do we Free Europe? Where to go?
Event risk remains high, but implied volatility did slip for Easter. With the bulls and bears in a stalemate like Trump and Xi, will the bearish long-end pull mortgage rates up, or will the bullish 5-year and short-end push rates down?
Amid confusion and noise over tariffs, will bewilderment continue to reign? Expect April showers to bring beautiful news that trumps the stormy narrative.
Barrier Free Europe
Barrier Free Europe
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Song: Radio Free Europe (1981) R.E.M.
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”.