07-14-2026 Bonds Watch “Radar Love”
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Bonds’ got a thing that hates Radar Love. They could switch and buy…
How shocking: August Crude Oil returned to the low 70s from the mid-60s. Oil has no narrative to justify exceeding $80 or falling below $64. Expect trading to be stuck in the 70s.
Meanwhile, rates wait for drums of war to stop.
The markets remain messy and noisy from little fundamental direction. Remove two wars and the Bond bulls return.
Bonds love bombs. Or They love them not.
These views are mine. Join TMSpotlight to know what’s on the radar.
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Song: Radar Love (1973) Golden Earring
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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.