Show notes:
TMSpotlight:
10-27-2026 “Natural” Europeans Pay Higher Energy Costs
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Will Bulls hold the line?
When everyone of them have given up and given in? Tell me. Is it asinine?
Who is sillier? Ursula von der Leyen, Friedrich Merz or Emanual Macron? The coalition of the willing is heading Europe’s economic quest to slay the Russian windmills in Don Quixote fashion. As a result, Europeans pay ever-higher energy costs.
Reporting from behind enemy lines, their folly supports lower rates in the US. So, it’s easier to see 4.90 rather than 5.35 again this year in the 10-year yield.
These views are mine. See how Bonds are cold naturally at TMSpotlight.com.
You gotta be so cold
You are a natural.
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Natural (2018) Imagine Dragons
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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”.