Show notes:
TMSpotlight:
06-01-2026 The “Mad World” of Oil
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All around us are familiar prices
Worn out paces, worn out peace deals
Scrimmages contrast the anticipation of Oil flows resuming. Sluggish growth and stubborn inflation result in narrow trading.
July Crude Oil is following our script, reaching the mid-80s. As a result, the 10-year yield is building value below 4.50. When Oil reaches the low 80s, look for the Bond bulls to return, pushing mortgage rates back below 6.20.
Mad World, Fed World, Iranian Oil World, Mad World
These views are mine. Join TMSpotlight to see how madness changes rates.
Dave says: Go to our show notes to sign up for TMSpotlight with your email.
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Song: Mad World (1983) Tears for Fears
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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”.