Lykken on Lending

Tariffs Create Confusion For "Radio Free Europe" - Macro Market Update by Les Parker


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04-21-2025 Tariffs Create Confusion For "Radio Free Europe"

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Tariffs on in transit. Tariffs out in transit. How do we Free Europe? Where to go?


Event risk remains high, but implied volatility did slip for Easter. With the bulls and bears in a stalemate like Trump and Xi, will the bearish long-end pull mortgage rates up, or will the bullish 5-year and short-end push rates down?


Amid confusion and noise over tariffs, will bewilderment continue to reign? Expect April showers to bring beautiful news that trumps the stormy narrative.


Barrier Free Europe

Barrier Free Europe

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Song: Radio Free Europe (1981) R.E.M.

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Lykken on LendingBy David Lykken

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