Show notes: TMSpotlight: 04-22-2024 Rattle Rates and Do "The Twist" ---------------------------- Come on, Jay Powell. Let's do the twist.Come on, Yellen. Let's do the twist. Data continue to confound the Fed and Treasury. Easy money and free-spending lead to the pain of persistent inflation. Now, tight money constraints growth and hastens … [Read more...]
04-08-2024 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Bill Corbet, Marc Helm, and David Lykken
Show notes: TMSpotlight: 04.08.2024 Rates and the Sun Are Having a "Total Eclipse of the Heart"----------------------------(Turn around, Bear lines)Every now and then rates fall apart(Turn around, Bear lines) The US faces a sign in the shadow. Sharp rates, strong jobs, stubborn inflation, Surging Gold, Scorching Oil, and a solid Dollar collide … [Read more...]
04-01-2024 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Bill Corbet, Marc Helm, and David Lykken
Show notes: TMSpotlight: 4.3.24 "We Will Rock You" It's Another Gold BRIC in the Wall ------------------------ BRICS want a race. Chasing Bucks Can all over the place, // Queen only //singin'. We will, we will rock you. We will, we will rock you. Gold hit record highs as China and other BRICS continued their buying spree. So, why … [Read more...]
03-25-2024 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Bill Corbet, Marc Helm, and David Lykken
Show notes: TMSpotlight: 03.25.24 "Times Like These" Make You Look At Your Options---------------------Jay’s on a one-way motorway He’s an ease that drives away, then loosens sales back home. The Fed remains on the road to reducing monetary constraints, whether through lower rates or fewer sales of Treasuries. What bites harder, a recession, … [Read more...]
03-18-2024 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Bill Corbet, Marc Helm, and David Lykken
Show notes: TMSpotlight: 3.18.24 Inflation Has the "Folsom Prison Blues" ---------------------Hello, I’m Jerome Cash I hear inflation comin', it's rolling round the bend.And I ain't seen it tumblin’ since I don't know when.I’m stuck in Biden’s Prison, inflation draggin' on. Biden pushes on demand with old-fashioned Democrat economic policies … [Read more...]
03-11-2024 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Bill Corbet, Marc Helm, and David Lykken
Show notes: TMSpotlight: 3-11-24 "We Will Rock You" It's Another Gold BRIC in the Wall------------------------BRICS want a race. Chasing Bucks Can all over the place, // Queen only //singin'. We will, we will rock you. We will, we will rock you. Gold hit record highs as China and other BRICS continued their buying spree. So, why hoard Gold? … [Read more...]
03-04-2024 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Bill Corbet, Marc Helm, and David Lykken
Show notes: TMSpotlight: 3.04.24 The War Between Bulls and Bears Brings So Many "Questions"---------------------Why do Bears never get an answer when they're knocking at the door? Because the truth is hard to swallow, that's what the balance war is for. Embrace the balanced war between Bulls and Bears and prepare for a breakthrough. Recent … [Read more...]
02-26-2024 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Bill Corbet, Marc Helm, and David Lykken
Show notes: TMSpotlight: 2.26.24 Bears May Find "Trouble Every Day"---------------------------------Well, CASH about to get UPSET From watchin' Jay’s DELAY. He’s checkin' out / the news Until his eyeballs fail to see. On January 31, during Jay Powell's press conference, he said that the committee would begin to explore slowing sales of its … [Read more...]
02-19-2024 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
Show notes: TMSpotlight: 2.19.24 China on Population, "Take It Easy"----------------------------Well, we’re buying down the locks. Trying to loosen our loans. Got a world of guidelines on our minds. Let’s look long-term. China’s fertility rate is among the lowest globally. It fell below its replacement rate in 1991. As a result, its population … [Read more...]
02-12-2024 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
Show notes: TMSpotlight: 2.12.24 Fed Gives Bears "Just What I (They) Needed" -------------------------- I don't mind correcting here, waiting all the time.Bonds are waiting for the Fed to see inflation crashing down. Massive US debt supports global bank reserves but weakens long-term economic health.Additionally, the decline in the Fed's … [Read more...]
02-05-2024 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
Show notes: TMSpotlight: 2.05.24 When Does A "Zombie" Stop Fighting?------------------------Another model's breakingHard to take it over. The Fed is finished raising rates, yet the fight between the Bond market and the Federal Reserve continues. Bonds see data showing slumping inflation and sagging growth, while the Fed sees firm Jobs and solid … [Read more...]
01-29-2024 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
Show notes: TMSpotlight: 1.29.24 "Break The Rules" To Break The Ice Jam----------------------------Erratic buysBlow our mindsBears feel alright What does mechanical trading, dipping volatility, and bubbling crude tell us? Short-term Treasuries are losing hope in a March ease while the long-end is ambivalent. Bonds like ebbing inflation, but they … [Read more...]
01-22-2024 Weekly Mortgage Update and Honoring David H. Stevens with Bill Cosgrove and Alice Alvey of Union Home Mortgage
Show notes: TMSpotlight: 1.22.24 It's A "Love Story" If Buyers Say Yes!------------------------Bonds got tired of waiting.Wondering if Jay was ever coming around. Did the Bond buyers buy on Friday? Happy consumers bought by draining savings and using credit cards earlier in the week. Where did the new era of frugality go? Will the Fed reduce … [Read more...]
01-15-2024 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
Show notes: TMSpotlight: 1.15.24 "Don't Let Me Be Misunderstood" Signs of Misunderstanding-------------------------China, does your deflation hurt now?Sometimes, rates feel a little glad. What inflation? Since the US PPI fell, China’s exports increased, and yr/yr Chinese CPI dropped; does that mean China exported deflation? Short-term rates like … [Read more...]
01-08-2024 Weekly Mortgage Updates with Adam DeSanctis, Les Parker, Matt Graham, David Kittle, Alice Alvey, Allen Pollack, Marc Helm, and David Lykken
Show notes: TMSpotlight: 01.08.24 The Rate Trend is "Searching for It's Baby" --------------------Bulls wonder, they wonder whyBonds had to go down this way The rate trend is down, but the 10-year yield needs to correct between 4.10 and 4.25% to relieve the pressure from recent short selling by fast money. Meanwhile, dropping back below 3.90 … [Read more...]
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