Show notes:
TMSpotlight:
06-02-2025 Truth Teller or “Liar”
—————
US sees no night. EU sees no day. US wants to leave. But EU says to stay.
Europe loves US security and its trade advantages over the US. NATO lost the proxy war against Russia, but it’s unwilling to admit it while Ukrainian soldiers die, rather than Germans, Poles, or Brits. Germany also loses economically because its energy costs are significantly higher than other G-7 countries.
Concerning the trade war, Europe tells the US, ‘Believe us.’ A trade deal won’t take too long. We won’t let Trump down.
He won’t have to say—Liar, Liar, Liar.
These views are mine. Find out who’s lying at TMSpotlight.com.
—————
Song: Liar (1970) Three Dog Night
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”.