Show notes:
TMSpotlight:
05-26-25 “Ba-ba-ba-BOOM!” That’s the Bond Market’s beat
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In today’s rate rhythm, a single trading day? Just noise.
A week? You’re hearing a pattern.
Two weeks? Now we’re feeling it—Beethoven’s Fifth echoes through the 10-year yield.
Monthly moves? That’s a full-on symphony.
In 2025, the market plays in B major: B for breather.
We’re seeing monthly averages near 40 basis points—calm for now.
But remember: before the crescendo comes the rest.
Rates don’t stand still. From 3% to 7% in ‘22, to a tighter range in ‘24
like a composer holding tension before release. The market’s not silent… It’s tuning up.
Get the rhythm at TMSpotlight.com.
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Song: Symphony No. 5 (1808) Beethoven
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”.