Show notes:
TMSpotlight:
02-23-2026 “You Want Battle? (Here’s a War)” Oil War Drums Are Beating
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Who will not take this anymore? News, Iran, EU, what’s ignored? You Want a Battle? Is it a war?
April Crude Oil pushed above $66 a barrel, its highest level since July 2025. War drums continue to bother Oil and sustain the Dollar, while Bonds ignore it.
The US growth and inflation send mixed signals. So, the new bull market has no momentum and will be on its heels if the 10-year yield closes above 4.10. Yet, sub-6% remains the target for the 30-year mortgage rate.
Don’t Be Afraid
These views are mine. See danger by signing up at les@parkerandcompany.net.
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Song: You Want a Battle? (Here’s a War) (2015) Bullet For My Valentine
Bullet for My Valentine is a Welsh heavy metal band from Bridgend, formed in 1998.
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Articles:
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”.