Show notes:
TMSpotlight:
12.23.25 “The Chipmonk Song” Is A Bullish Song
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All right, you, Fed-munks! Ready to sing your song?
-I’ll say we are!
-Yeah!
-Let’s sing it now!
Okay, Bowman?
-Okay
Okay, Miran?
-Okay
CPI deacceleration piggybacked on a sign of declining U.S. inflation, reflected in the persistently weak Cass Freight Index.
Coupled with the Eurozone and the UK declining inflation and China taking further measures to boost its sagging growth, who’s afraid of inflation? Besides, low Oil prices for Christmas support a fundamental bullish view.
We can hardly stand the wait
Please, Powell, don’t be late.
These views are mine. Catch delays at TMSpotlight.com.
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Song: The Chipmunk Song (Christmas Don’t Be Late) (1961) Alvin And The Chipmunks · David Seville
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”.