Show notes:
TMSpotlight:
06-30-2025 “In the End” What Dropped?
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It starts with TRUMP, one thing, I don’t know why.
It doesn’t even matter how hard you try.
Despite NATO’s continued self-defeating economic sanctions, the markets see the slow-burning Ukrainian war dragging European GDP down and keeping Oil contained. As a result, Bonds have little to fret over.
Peace, limited prosperity, and China’s deflation give the bulls a chance to reach 3.60 in the 10-year yield in three months. Yet, the geopolitical environment and the Dollar’s slide from trade and economic hegemony keep volatility elevated.
He had to BOMB to lose the bomb.
But, in the end, it doesn’t even matter.
These views are mine. Find out what matters at TMSpotlight.com
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Song: In The End (2000) Linkin Park
“In The End” is a song by Linkin Park from their debut album, Hybrid Theory, released as a single on October 9, 2001. It is known for its signature piano riff and has become one of the band’s most recognizable hits.
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CHLA white paper on LO Comp reform
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Garris Horn article about LO Comp rule
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”.