Show notes:
TMSpotlight:
07-28-2025 “Everybody (10y Yield, Bulls, and Bears) Dance Now”
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Everybody Dance Now.
Get moving music
Everybody Dance Now.
After testing resistance two weeks ago, the 10-year yield returned to the center of the two-month range; it’s time to dance in the middle. A slow-to-ease Fed gives Bond moving music.
The 10-year yield remains within a range of 4.54% to 4.19%. With no conviction, the middle of the range and two-way news offer comfort to bulls and bears. But still expect the bulls to find its groove soon.
Everybody Dance Now.
These views are mine. Catch the latest moves at TMSpotlight.com.
Everybody Dance Now.
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Song: Everybody Dance Now (1990)
C+C Music Factory
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”.