Show notes:
TMSpotlight:
07-21-2025 Bulls Say “Let the Good Times Roll”
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Hey, y’all tell everybody, Les Parker in town.
A content Fed satisfies Bonds, while news galore offers hope for bulls and bears. Despite Bonds running in place, a slow-to-ease Fed gives bulls room to run. Rates can drop with strong GDP and low inflation. No matter how elusive, let’s get growth above 3%.
So, let The Good Times Roll now.
I’m talking ’bout the Growth times.
Well, it makes no difference whether the news is hot or cold.
All the Fed’s got to do is stay together and let the good times roll.
These views are mine. Jump the blues at TMSpotlight.com.
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Song: Let The Good Times Roll (1946)
It is a jump blues song, first covered by Louis Jordan in 1946
Les used the Ray Charles 1959 cover.
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”.