Show notes:
TMSpotlight:
07-27-2026 “Song Sung Blue” But Not for Bonds
———————–
Song Sung Blue sinking to a new low. Long slow bleed dripping from
bears’ billow.
Bonds love the Fed fighting inflation and tech improving productivity.
Regardless, the 10-yr yield remains stuck between 4.80 and 4.20.
With the bears pushing on support, volatility rises to stop the dam
from breaking. Contrary to media talking heads, Iran’s ability to
fight and economically thrive continues to fall. Remove two wars and
the bulls come roaring back. Expect wild moves over the next few
weeks.
And before you know it
you get to feelin’ good
you simply got no choice.
These views are mine. Join TMSpotlight to beat the blues.
———————-
Song: Song Sung Blue (1972) Neil Diamond
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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”.