Show notes:
TMSpotlight:
07-14-2026 Bonds Watch “Radar Love”
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Bonds’ got a thing that hates Radar Love. They could switch and buy…
How shocking: August Crude Oil returned to the low 70s from the mid-60s. Oil has no narrative to justify exceeding $80 or falling below $64. Expect trading to be stuck in the 70s.
Meanwhile, rates wait for drums of war to stop.
The markets remain messy and noisy from little fundamental direction. Remove two wars and the Bond bulls return.
Bonds love bombs. Or They love them not.
These views are mine. Join TMSpotlight to know what’s on the radar.
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Song: Radar Love (1973) Golden Earring
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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”.