Show notes:
TMSpotlight:
09-30-25 The Yield Dancing “Gonna Make You Sweat”
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Best Get moving music!
After the Fed ease, the 10-year yield dipped to 3.99% followed by a test of the August lows of 4.20. Mortgage rates love the slow-to-ease Fed giving them moving music.
Expect the 10-year yield to dance within a range of 4.30% to 4% without disturbing the bullish trend. Regardless, look for the bulls to find its groove again and tap dance on 3.80.
These views are mine. Catch the latest moves at TMSpotlight.com.
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Song: “Gonna Make You Sweat (Everybody Dance Now)” (1990) C+C Music Factory
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”.