Show notes:
TMSpotlight:
08-31-2026 “25 Minutes to Go” For Everything to Change
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And the markets’ waitin’ just to hear Warsh yell, he’s got 24 minutes to go
In Jackson Hole, Warsh talked about old ways and new ways. He explained why they will be better than the old ways at meeting the Fed’s dual mandate.
Will everything change after Jackson Hole? No, just the terms of the debate get altered. 4.80 & 4.20 holds.
Imagine watching Warsh wrap up in Jackson Hole last Friday. Hear the bond vigilantes’ countdown to mealtime: 3, 2, 1, eat.
Warsh can see Bond Buzzards; he can hear their crows, one more minute to go. And now, he’s swingin’ and here he goes.
At TMSpotlight, these views are mine.
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Song: 25 Minutes to Go (1959) Johnny Cash
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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”.