Show notes:
TMSpotlight:
08-25-2025 Bulls Want “Somewhere to Belong”
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Bulls wanna heal, they wanna feel like they’re close to something real. They wanna find something. They wanted all along.
Will the 10-year yield reach its reversal point of 4.43 or take out 4.22, and build momentum to take on 4.11? Amid the geopolitical uncertainty, rates have found a way to go nowhere. If a new bearish trend emerges, will its support come from the depth of US debt?
Meanwhile, the painfully slow grind of the trend to lower rates leans on depressed Oil and timid G-7 growth. The absence of bold inflation and central bankers going wild gives bulls a place to belong.
Somewhere to belong.
These views are mine. See what the world wants at TMSpotlight.com.
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Song: Somewhere I Belong (2003) Linkin Park
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”.