Show notes:
TMSpotlight:
03-24-2026 War and “Basketball Jones” Brings March Madness
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Basketball Jones, Jay’s got a Basketball Jones. Got a Dribble-Hawk Jones, Oil maybe, too-oo-ooo.
Dribbling around inflation rebounds, war zone-defense, oil technicals, and foul growth prospects yield no final four results. The Sweet Sixteen only flirts with conclusions about inflation, war, Oil, and growth, and which dominates rates. Even implied volatility leads to a jump ball.
When fundamentals are vulnerable to overtime war, rate forecasting is no slam dunk. So, don’t get caught off guard with a fast break.
Basketball Jones.
These views are mine. Beat the buzzer by getting TMSpotlight.
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Song: Basketball Jones (1973) Cheech & Chong
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”.