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Podcast: Lykken on Lending
Episode: "Black Dog" Deals are On/Off - Macro Market Update by Les Parker
Description: 02.10.25 "Black Dog" Deals are On/Off--------------------Hey, hey tariffs like the way you move. Gonna make friends sweat, gonna make deals groove.Trump finds ways to move friends and foes to make deals. Last week, misery and mayhem disappeared before the tariff clock struck midnight with our friends. As a result, our vision for a new rate trend emerged because DOGE and tariff news gave investors room to turn the rate trend lower for the 10-year and mortgages.Oil fell 10% from our 2025 anticipated $80 ceiling, su...