01-08-2024 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken

01-08-2024 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken

Show notes:

TMSpotlight:

01.08.24 The Rate Trend is "Searching for It's Baby"
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Bulls wonder, they wonder why
Bonds had to go down this way

The rate trend is down, but the 10-year yield needs to correct between 4.10 and 4.25% to relieve the pressure from recent short selling by fast money. Meanwhile, dropping back below 3.90 invigorates the bulls.

Fundamentals remain mixed. Will ships avoiding the Red Sea passage drive up inflation and rates? Or will it drag the global economy and sink rates?

Regardless, give Bulls one more try.

Searching big bounce. Bulls Searching to go low.
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Song: Searching For My Baby (1966) Bobby Moore and the Rhythm Aces
https://www.youtube.com/watch?v=rKJsW6DRgeY


Recession signals article as discussed by David - These Recession Signals are Flashing Red... and have NEVER Failed (youtube.com)

Economist prediction for 2024 as discussed by David - US economist predicts 2024 will bring 'biggest crash of our lifetime' (foxbusiness.com) 


The Lykken on Lending program will feature our Weekly Mortgage Updates with Adam DeSanctis and his MBA Mortgage Minute, and then Les Parker’s TMSpotlighta 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”.