Show notes:
TMSpotlight:
10-28-2025 “Walking In Rhythm” Traders and Poets Say Get A Loan
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Walking In Rhythm. Findin’ no sound.
Traders and poets try to find rhythm and reason amid chaos, confusion, and calm.
Falling Oil prices reduce the fear of inflation, while rising prices increase the fear of recession. With credit markets strengthening the odds of recession, generally, raises in Oil prices do not instill fear of inflation. So, rates can fall regardless if oil prices rise or fall. Mortgage payments are dropping due to home prices and rates falling.
Got to get a loan.
These views are mine. Find the Rhythm at TMSpotlight.com.
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Song: Walking In Rhythm (1974) The Blackbyrds
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”.