Show notes: TMSpotlight: 12.18.23 Mortgage Rates "Winds of Change" Give Renters Hope To Buy ----------------------We follow the rate drop and down to Reno Mark Listening to the wind - of change. Mortgages reached our target of 7% because the Fed acknowledged the need to reduce its policy restraint, and the radical climate agenda failed at … [Read more...]
12-11-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
Show notes: TMSpotlight: 12.11.23 The World Says "You Spin Me Round"-------------------If Bonds get to know Joe’s game. Well, then rates will trace Jobs private number, downward. The world is upset at the US fiscal irresponsibility. Despite its recklessness, the US has relatively low rates, higher indebtedness, and remains THE reserve currency. … [Read more...]
12-04-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
Show notes: TMSpotlight: 12.4.23 Recent Indicators Suggest "A New Day Has Come"----------------------------We’ve been waiting for so long, For Fed tightening to stop. Since the new bull market began in early November, long-term rates have dropped 50 bps even after modest month-end profit-taking. The bullish fundamental picture appears bright … [Read more...]
11-27-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
Show notes: TMSpotlight: 11.27.23 Uncertainty's Pickett Fence of Obstacles "In the Midnight Hour" ------------------ Notes gonna wait till the midnight hour. That's when their yields come tumbling downForeign markets and midnight meetings impact mortgage rates. Gold tells us that uncertainty is rising from OPEC’s supply adjustments, … [Read more...]
11-20-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
Show notes: TMSpotlight: 11.20.23 "Do I Wanna Know?" If There's Something on My Teeth ------------------------ Have you got color on your screens? Do you ever get that fear that you can’t shift your trade, that sticks around like something in your teeth? Illiquidity and short squeezes live. The 10 yr yield takes a breath between 4.60 and … [Read more...]
11-13-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
Show notes: TMSpotlight: 11.13.23 "Three Little Pigs" For Grown Ups! --------------- Little pig, inflation, let Fed in. Not by deflation; China sent, sent, sent. Well, Jay's huffin', He's puffin', He'll blowing housing in. Huffin', puffin', blowing housing in.TM Sound Bites is brought to you by PowerSeller, making hedging easy.China is … [Read more...]
11-06-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
Show notes: TMSpotlight: 11.06.23 "Doctor My Eyes" Can't See Loan Volume Increases ------------------------ Doctor, our eyes have seen the bears. And the bad parade of rates, with bulls breaking. Now, we want loans to expand.The moment of truth came last week, which ended with a strong bull run to a new trend. The historic levels of shorts … [Read more...]
10-30-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
Show notes: TMSpotlight: 10.30.23 Whether Fed Tightens or Does Nothing, it will be a "Hazy Shade of Winter" ------------------------- Time, time, time. See what's become of BEARS. While BULLS look around for their possibilities.The Less than Zero curve is smaller so the Fed takes solace with high bond yields that provide economic drag. If … [Read more...]
10-23-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
Show notes: TMSpotlight: 10.23.23 Fed Tightening? "Baby, One More Time" --------------------------------- Oh bully bearishOh, bully, bearish, how were we supposed to knowThe bully bears had the Fed in its corner. but now Chairman Powell says the higher for longer is predicated on data. Signs of the economy faltering will send the bears to the … [Read more...]
10-16-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
Show notes: TMSpotlight: 10.16.23 Rewind to "1979" ------------------------------ Khomeini 1979. Cruel Iran always has the time.Khomeini took power in 1979 from the Shah. Instability in the Middle East is constant. What happens as the War against Hamas takes months? What happens with Iranian-backed Hezbollah fighting in the north? Will … [Read more...]
10-09-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
Show notes: TMSpotlight: 10.09.23 Will The Terrorist War Move Bears "Down Under?" ------------------------------- Traveling in a fried-out Bear TrendOn a steeper trail makes bears like zombiesBiden enables Iran to make billions on Oil by not enforcing sanctions, which fuels inflation in the US and finances acts of hate towards Israel. Will … [Read more...]
10-02-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
Show notes: TMSpotlight: 10.02.23 Speed and Curves Often Cause A "Crash" --------------------------- Steepening goes too fast. So MBS’ gonna Crash.Higher rates in the long end than the short end annoyed mortgages. Prices fell, and coupon stack decompressed, confusing everyone from borrowers to hedgers with speeds and curves.Will last … [Read more...]
09-18-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
Show notes: TMSpotlight: 9.18.23 Bonds are "Looking Through You" ----------------------- Fed’s not the same.Fed’s lips are moving. Bonds cannot hear. Jay’s voice is hounding markets with one of these days markets POW to the moon. The Fed wants the long end to not jump the gun while it jumps the shark.It threatens another tightening … [Read more...]
09-11-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
Show notes: TMSpotlight: 9.11.23 Will There Be Crowing or "Dancing in the Moonlight"? -------------------------- Every trader here is out of sight. They will scalp, and they will bite. They keep things loose, Fed keeps things tight. Everybody was Dancin' in the Job’s light. The Bond bulls and bears dance to new news. What unexpected data … [Read more...]
09-04-2023 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
Show notes: TMSpotlight: 9.4.23 Decelerating US Economy, "War Pigs" Want Mayhem! ------------------------- Yield curve’s short end hides itself away. Fed only started the war.Despite the bearish trend, the Fed is stuck with one more tightening, if they dare. The Bond Bears move with no momentum or conviction.Each round of data adds more … [Read more...]
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