10-20-2025 “Oh, Lonesome Me” Shutdown Alters Market Uncertainty
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Forget about low oil and find inflation soon. Bears thought of everything from A to Z.
Oh, Lonesome Bears.
Bonds love misery, like Federal layoffs, cheap oil, China’s exporting deflation, and Europe’s political struggles. Ironically, the absence of government statistics, due to the shutdown, reduces market uncertainty because traders become dependent on moderate model guesses
The Bulls are approaching our target of 3.80 in the 10-year yield. Can mortgages reach 6%?
Oh, Lonesome Bears
These views are mine. Lose bearish blues at TMSpotlight.com.
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Song: Oh, Lonesome Me (1958) Don Gibson
Les Parker, CMB Managing Director, Transformational Mortgage Solutions
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.