Show notes:
TMSpotlight:
10.-20-2025 “Oh, Lonesome Me” Shutdown Alters Market Uncertainty
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Forget about low oil and find inflation soon. Bears thought of everything from A to Z.
Oh, Lonesome Bears.
Bonds love misery, like Federal layoffs, cheap oil, China’s exporting deflation, and Europe’s political struggles. Ironically, the absence of government statistics, due to the shutdown, reduces market uncertainty because traders become dependent on moderate model guesses
The Bulls are approaching our target of 3.80 in the 10-year yield. Can mortgages reach 6%?
Oh, Lonesome Bears
These views are mine. Lose bearish blues at TMSpotlight.com.
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Song: Oh, Lonesome Me (1958) Don Gibson
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”.