Show notes:
TMSpotlight:
02-03-2025 Will Rates Just “Ramble On”?
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Ramble On, Golden time. The time for Gold. To sink the Bond.
It’s time for rambling new news. Does tariff news beat Bonds or do bonds beat news? Gold returns to its 2024 highs while March Crude Oil remains bearishly positioned, floating below $75.
Meanwhile, the 10-year yield slouches towards 4.44. High home prices and mortgage rates above 7% continue to constrain mortgage production. A new trend to lower rates is on the horizon.
Bonds ain’t telling no lie.
These views are mine. Find out if Gold or Bonds lie at TMSpotlight.com.
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Song: Ramble On (1969) Led Zeppelin
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”.