Show notes:
TMSpotlight:
05-12-2025 “Bonds” Hanging By A Moment for a clue
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We’re standing here until Fed makes us move. Bonds Hanging By A Moment for a clue.
Trade deals historically take years, but the nano-second world shortens time. The currency market concludes that the latest trade talks benefit the Dollar. Alternatively, Gold bugs see US tariffs leading to a new trading system where the US gets more fees and non-fee barriers decline.
Watch Oil. If West TX Intermediate can’t close above $65, and the 10-year yield stays below 4.50, a drop to 3.60 by June 30 remains the target.
There is nothing else.
These views are mine. Find certainty at TMSpotlight.com.
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Song: Hanging By A Moment (2000) Lifehouse is a post-grunge band.
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”.