Show notes:
TMSpotlight:
02-10-2025 “Black Dog” Deals are On/Off
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Hey, hey tariffs like the way you move. Gonna make friends sweat, gonna make deals groove.
Trump finds ways to move friends and foes to make deals. Last week, misery and mayhem disappeared before the tariff clock struck midnight with our friends. As a result, our vision for a new rate trend emerged because DOGE and tariff news gave investors room to turn the rate trend lower for the 10-year and mortgages.
Oil fell 10% from our 2025 anticipated $80 ceiling, supporting low inflation. The strong Dollar signals investors like US dealmaking.
These views are mine. Find the on-off secret at TMSpotlight.com.
On off on off on off on off on off on off on
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Song: Black Dog (1971) Led Zeppelin
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”.