Show notes: TMSpotlight: 11.27.23 Uncertainty's Pickett Fence of Obstacles "In the Midnight Hour" ------------------ Notes gonna wait till the midnight hour. That's when their yields come tumbling downForeign markets and midnight meetings impact mortgage rates. Gold tells us that uncertainty is rising from OPEC’s supply adjustments, … [Read more...]
Search Results for: 26
11-27-23 Uncertainty’s Pickett Fence of Obstacles “In the Midnight Hour”
----------------------- Notes gonna wait till the midnight hour. That's when their yields come tumbling down Foreign markets and midnight meetings impact mortgage rates. Gold tells us that uncertainty is rising from OPEC’s supply adjustments, China’s exporting of deflation, Japan’s attempt to exit model land for real prices and rates, and … [Read more...]
11-20-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
Show notes: TMSpotlight: 11.20.23 "Do I Wanna Know?" If There's Something on My Teeth ------------------------ Have you got color on your screens? Do you ever get that fear that you can’t shift your trade, that sticks around like something in your teeth? Illiquidity and short squeezes live. The 10 yr yield takes a breath between 4.60 and … [Read more...]
11-20-23 “Do I Wanna Know?” If There’s Something on My Teeth
----------------------- Have you got color on your screens? Do you ever get that fear that you can’t shift your trade, that sticks around like something in your teeth? Illiquidity and short squeezes live. The 10 yr yield takes a breath between 4.60 and 4.30, and a breakout by Thanksgiving looks unlikely. But is a storm brewing after the turkey … [Read more...]
11-13-23 “Three Little Pigs” For Grown Ups!
----------------------- Little pig, inflation, let Fed in. Not by deflation; China sent, sent, sent. Well, Jay's huffin', He's puffin', He'll blowing housing in. Huffin', puffin', blowing housing in. TM Sound Bites is brought to you by PowerSeller, making hedging easy. China is exporting deflation. Consider China's Live Hog futures … [Read more...]
11-13-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
Show notes: TMSpotlight: 11.13.23 "Three Little Pigs" For Grown Ups! --------------- Little pig, inflation, let Fed in. Not by deflation; China sent, sent, sent. Well, Jay's huffin', He's puffin', He'll blowing housing in. Huffin', puffin', blowing housing in.TM Sound Bites is brought to you by PowerSeller, making hedging easy.China is … [Read more...]
11-06-23 “Doctor My Eyes” Can’t See Loan Volume Increases
----------------------- Time, time, time. See what's become of BEARS. While BULLS look around for their possibilities.The Less than Zero curve is smaller so the Fed takes solace with high bond yields that provide economic drag. If the Fed tightens on Wednesday, then the long end should rally because it signals a recession sooner and longer.If … [Read more...]
10-30-23 Whether Fed Tightens or Does Nothing, it will be a “Hazy Shade of Winter”
----------------------- Time, time, time. See what's become of BEARS. While BULLS look around for their possibilities.The Less than Zero curve is smaller so the Fed takes solace with high bond yields that provide economic drag. If the Fed tightens on Wednesday, then the long end should rally because it signals a recession sooner and longer.If … [Read more...]
11-06-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
Show notes: TMSpotlight: 11.06.23 "Doctor My Eyes" Can't See Loan Volume Increases ------------------------ Doctor, our eyes have seen the bears. And the bad parade of rates, with bulls breaking. Now, we want loans to expand.The moment of truth came last week, which ended with a strong bull run to a new trend. The historic levels of shorts … [Read more...]
10-30-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
Show notes: TMSpotlight: 10.30.23 Whether Fed Tightens or Does Nothing, it will be a "Hazy Shade of Winter" ------------------------- Time, time, time. See what's become of BEARS. While BULLS look around for their possibilities.The Less than Zero curve is smaller so the Fed takes solace with high bond yields that provide economic drag. If … [Read more...]
10-25-2023 Correspondent Community Lending Program With Taeko Bashaw And Cerita Battles Of Chase
More than earning a profit, a good lending program goes above and beyond to completely change a homeowner’s life for the better. This is what JPMorgan Chase is doing through their $30 billion Racial Equity Commitment through Correspondent Community Lending Program. David Lykken and Marc Helm explore this even deeper with Taeko Bashaw, the program’s … [Read more...]
10-23-2023 Fed Tightening? “Baby, One More Time”
----------------------- Oh bully bearishOh, bully, bearish, how were we supposed to knowThe bully bears had the Fed in its corner. but now Chairman Powell says the higher for longer is predicated on data. Signs of the economy faltering will send the bears to the exit and let the bulls school the bears.Will Powell take his last shot at … [Read more...]
10-23-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
Show notes: TMSpotlight: 10.23.23 Fed Tightening? "Baby, One More Time" --------------------------------- Oh bully bearishOh, bully, bearish, how were we supposed to knowThe bully bears had the Fed in its corner. but now Chairman Powell says the higher for longer is predicated on data. Signs of the economy faltering will send the bears to the … [Read more...]
10-16-2023 Rewind to “1979”
----------------------- Khomeini 1979. Cruel Iran always has the time.Khomeini took power in 1979 from the Shah. Instability in the Middle East is constant. What happens as the War against Hamas takes months? What happens with Iranian-backed Hezbollah fighting in the north? Will Oil continue to rise? Will Iran challenge Biden’s weakness as … [Read more...]
10-16-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
Show notes: TMSpotlight: 10.16.23 Rewind to "1979" ------------------------------ Khomeini 1979. Cruel Iran always has the time.Khomeini took power in 1979 from the Shah. Instability in the Middle East is constant. What happens as the War against Hamas takes months? What happens with Iranian-backed Hezbollah fighting in the north? Will … [Read more...]
- Prev Page...
- 1
- 2
- 3
- 4
- 5
- 6
- …
- 38
- ...Next Page