Show notes:
TMSpotlight:
05-11-2026 “War of Change” or Peace
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It’s a truth that in every war
Worlds collide, and deals get brokered.
Oil producers shut in wells when they run out of storage, and analysts say Iran will hit its limit in May. So, expect Iran to strike a peace deal. Consequently, assume oil stays below $100, then drifts below $80 by late May.
Meanwhile, look for fireworks in Ukraine to end in July, pushing prices under $70. Cheaper energy supports solid U.S. growth and mild inflation, pulling long‑term rates lower.
I feel it in my veins. These wars are going away.
Everything’s about to change.
These views are mine. Join TMSpotlight to see how war news changes mortgage rates.
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Song: War of Change (2012) Thousand Foot Krutch
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”.