10-28-2024 The Great "Hello Walls" of China---------------------Hello, Walls. (hello) How'd rates go for Bears today? The Bond bears continued to ride the speculation that China will meet stimulus expectations. What happens when it misses? When China's package falls woefully short, expect a significant short cover rally in US Treasuries, with mortgage rates reaching 6% by year's end. The inflation outlook will improve if the US elects pro-growth and supply-side policies. However, the driver to reverse the recent rate rise comes from China's woes. I gotta feelin' China's gone a long, long time. Song: Hello Walls (1961)https://www.youtube.com/watch?v=7Iq0_ub_aHM

10-28-2024 The Great "Hello Walls" of China --------------------- Hello, Walls. (hello) How'd rates go for Bears today? The Bond bears continued to ride the speculation that China will meet stimulus expectations. What happens when it misses? When China's package falls woefully short, expect a significant short cover rally in US Treasuries, with mortgage rates reaching 6% by year's end. The inflation outlook will improve if the US elects pro-growth and supply-side policies. However, the driver to reverse the recent rate rise comes from China's woes. I gotta feelin' China's gone a long, long time. Song: Hello Walls (1961) https://www.youtube.com/watch?v=7Iq0_ub_aHM

10-28-2024 The Great "Hello Walls" of China---------------------Hello, Walls. (hello) How'd rates go for Bears today? The Bond bears continued to ride the speculation that China will meet stimulus expectations.&nbsp;What happens when it misses? When China's package falls woefully short, expect a significant short cover rally in US Treasuries, with mortgage rates reaching 6% by year's end.&nbsp;The inflation outlook will improve if the US elects pro-growth and supply-side policies.&nbsp;However, the driver to reverse the recent rate rise comes from China's woes. I gotta feelin' China's gone a long, long time. Song:&nbsp;Hello Walls (1961)https://www.youtube.com/watch?v=7Iq0_ub_aHM

The Great "Hello Walls" of China - TMSpotlight by Les Parker

Created by mortgage professionals for mortgage professionals, Lykken on Lending is a weekly 60-minute podcast hosted by mortgage veteran, David Lykken, and co-hosted by&nbsp;Marc Helm. Joining the program each week is Adam DeSanctis with his weekly MBA Mortgage Minute, Les Parker with his Macro Market Update, Matt Graham with a weekly Market Update, David Kittle with Originations Update, Alice Alvey providing a Legislative Update, Allen Pollack with his weekly Tech Update. The weekly updates are followed by the Hot Topic segment, which is an in-depth discussion about one of the hottest topics related to the mortgage industry. The program can be heard live each Monday at noon central or downloaded as a podcast. Each week thousands of industry professionals have found this to be an effective way to stay up on all that is happening in the mortgage industry. This broadcast is provided to the mortgage industry as a public service compliment of&nbsp;<a href="https://transformationalmortgagesolutions.com/" rel="noopener noreferrer" target="_blank" style="color: rgb(210, 110, 50);">Transformational Mortgage Solutions</a>. We invite you to join us to listen and learn.

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Created by mortgage professionals for mortgage professionals, Lykken on Lending is a weekly 60-minute podcast hosted by mortgage veteran, David Lykken, and co-hosted by Marc Helm. Joining the program each week is Adam DeSanctis with his weekly MBA Mortgage Minute, Les Parker with his Macro Market Update, Matt Graham with a weekly Market Update, David Kittle with Originations Update, Alice Alvey providing a Legislative Update, Allen Pollack with his weekly Tech Update. The weekly updates are followed by the Hot Topic segment, which is an in-depth discussion about one of the hottest topics related to the mortgage industry. The program can be heard live each Monday at noon central or downloaded as a podcast. Each week thousands of industry professionals have found this to be an effective way to stay up on all that is happening in the mortgage industry. This broadcast is provided to the mortgage industry as a public service compliment of Transformational Mortgage Solutions. We invite you to join us to listen and learn.

Created by mortgage professionals for mortgage professionals, Lykken on Lending is a weekly 60-minute podcast hosted by mortgage veteran, David Lykken, and co-hosted by&nbsp;Marc Helm. Joining the program each week is Adam DeSanctis with his weekly MBA Mortgage Minute, Les Parker with his Macro Market Update, Matt Graham with a weekly Market Update, David Kittle with Originations Update, Alice Alvey providing a Legislative Update, Allen Pollack with his weekly Tech Update. The weekly updates are followed by the Hot Topic segment, which is an in-depth discussion about one of the hottest topics related to the mortgage industry. The program can be heard live each Monday at noon central or downloaded as a podcast. Each week thousands of industry professionals have found this to be an effective way to stay up on all that is happening in the mortgage industry. This broadcast is provided to the mortgage industry as a public service compliment of&nbsp;<a href="https://transformationalmortgagesolutions.com/" rel="noopener noreferrer">Transformational Mortgage Solutions</a>. We invite you to join us to listen and learn.

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The Great "Hello Walls" of China - TMSpotlight by Les Parker

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