Show notes:
TMSpotlight:
05-19-2026 “Time Is Running Out” For The Bear Trend
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They wanted serfdom, bombs for destruction
They tried to give them up, but they’re addicted.
New data, coupled with unresolved peace deals, keep oil under pressure and Treasury yields and mortgage rates up. Iran’s situation has not changed. The terrorist regime wants to control its neighbors and drive Israelis into the sea with nuclear weapons.
The bear trend began, with the 10-year yield at 4.21. It’s now 4.60, with a gradual rate rise without a peace deal. But don’t be surprised when peace happens.
Iran’s time is running out
You can’t push Oil underground
You can’t sell it streaming out.
These views are mine. Join TMSpotlight to see how oil news changes rates.
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Song: Time Is Running Out (2007) Muse
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”.