09-22-2026 Is the Fed on The Road to “Shambala?”
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Wash away Bonds’ troubles. Wash away price pain, with the reign of Grow-a-lot.
The economy is rolling along a bumpy road of inflation. So, the Fed tightens and placate the Bond vigilantes. However, nervous nellies on the short end see a fundamental shift: the Fed will raise rates much more.
Will rates stay higher for longer? An economy can thrive with little inflation while early-stage AI generates productivity gains. The 10-year yield might peek at 5.10. But, what trades first: 5.20 or 4.80?
How do the rates rise in the throes of A. I. gains
These views are mine. Understand change at TMSpotlight.
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Song: Shambala (1973) Three Dog Night
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Les Parker, CMB Managing Director, Transformational Mortgage Solutions
Les Parker is the Managing Director at Transformational Mortgage Solutions Advisory Board Member for Ainsworth Advisors; and has served as the Senior Vice President of Industry Relations and Consulting at LoanLogics, a technology and services provider focused on improving mortgage loan quality, performance, and reliability throughout the loan life-cycle. His responsibilities included managing the company’s life of loan analytics and monitoring capabilities, overseeing consulting services, contributing to the strategic planning team, and communicating with industry leaders to develop and maintain positive relationships. He focused on identifying threats and strategic opportunities. Parker has executive mortgage banking experience in capital markets, servicing, operations, production, and financial management. Parker has served as director of the largest private issuer of CMOS. His educational background covers music, religious studies, mortgage banking, mathematics, and business administration. Parker holds a BBA in Finance, and other degrees, and has held numerous securities licenses. Parker is a Master Certified Mortgage Banker, a designation conferred by the Mortgage Bankers Association. Parker writes, speaks, and provides audio content, Since the late 1980s, he publishes a daily newsletter connecting global macroeconomics to the US interest rate movement.