Calm Before the Next Rate Storm? Markets Stabilize as Global Tensions and Industry Disruption Build

Calm Before the Next Rate Storm? Markets Stabilize as Global Tensions and Industry Disruption Build

Show notes:

TMSpotlight:

04-14-2026 “London Bridge is Falling Down” Maybe
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Iran’s bridges stop falling down, falling down, falling down. Oil wells stop falling down. Paused by a deal.

What will IMBs do when the news breaks and rates move substantially during Islamabad time? Effective hedging requires access to overnight pricing and hedge tools. Pipeline inefficiencies push optimization down the priority list. With mega companies using them, IMBs must compete.

Meanwhile, in Europe, protesters protest protestors who have no permission to protest. The European political turmoil offers overnight fresh news daily.

Iran’s bridges might be falling down. We’ll know later.

These views are mine. Join TMSpotlight to know when bombs fly or Europe acts up.
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Song: London Bridge Is Falling Down (1744) Animated Nursery Rhymes – All Time Children’s Favorite Songs, by E-FlashApps


The Lykken on Lending program will feature our Weekly Mortgage Updates with Adam DeSanctis and his MBA Mortgage Minute, and then Les Parker’s TMSpotlighta 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”.