Show notes:
TMSpotlight:
09-22-2026 Is the Fed on The Road to “Shambala?”
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Wash away Bonds’ troubles. Wash away price pain, with the reign of Grow-a-lot.
The economy is rolling along a bumpy road of inflation. So, the Fed tightens and placate the Bond vigilantes. However, nervous nellies on the short end see a fundamental shift: the Fed will raise rates much more.
Will rates stay higher for longer? An economy can thrive with little inflation while early-stage AI generates productivity gains. The 10-year yield might peek at 5.10. But, what trades first: 5.20 or 4.80?
How do the rates rise in the throes of A. I. gains
These views are mine. Understand change at TMSpotlight.
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Song: Shambala (1973) Three Dog Night
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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”.