Mortgage Markets in Turmoil: Rates Rise, Policy Uncertainty, and the AI Shift Ahead

Mortgage Markets in Turmoil: Rates Rise, Policy Uncertainty, and the AI Shift Ahead

Show notes:

TMSpotlight:

03-17-2026 “Grenade”
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Easy come, easy go, that’s how terrorists live
Oh, take, take, take it all, but they never give.

Near-term, bears win, but when Oil flows smoothly, then watch Oil prices and rates fall. The new trend is bearish, driven by war-induced Oil inflation and spotty global growth prospects, leading the market to expect the Fed will ease later.

Future rates depend on how quickly the US military can ensure safe passage for ships through the Strait of Hormuz. Will the Marines secure Kharg Island?

These views are mine. Understand moves by getting TMSpotlight at les@parkerandcompany.net

But Marines, they’d still catch a grenade for ya (yeah, yeah, yeah)
Throw their hand on a blade for ya (yeah, yeah, yeah)
They’d jump in front of a train for ya (yeah, yeah, yeah)
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Song: Grenade (2010) Bruno Mars


The Lykken on Lending program will feature our Weekly Mortgage Updates with Adam DeSanctis and his MBA Mortgage Minute, and then Les Parker’s TMSpotlighta 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”.