Show notes:
TMSpotlight:
08-11-2025 “Hound Dog”
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Bonds ain’t nothin’, but a Hound Dog. Just marking all the time. Bonds ain’t nothin’, but a Hound Dog. Just marking all the time.
Corrective forces are exerting themselves calmly. Productivity numbers and inflation expectations add to the bullish case. After Sep Crude Oil failed to close above $70 at the end of July, it’s now below $64 and headed lower.
Expect 4.33 in the 10-year yield to repel the bears and attract buyers. Once 4.11 falls, look for fresh bullish momentum to affirm our target of 3.80 by the end of September.
Well, rates ain’t caught momentum
So, they ain’t a friend or trend.
These views are mine. Sniff out momentum and trends at TMSpotlight.com.
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Song: Hound Dog (1952) Elvis Presley
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”.