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Podcast: Lykken on Lending
Episode: Spreadsheets in the "Rose Garden" - Macro Market Update by Les Parker
Description: 04-07-2025 Spreadsheets in the "Rose Garden"-------------------Stocks beg a pardon. Trump never promised you a Rose Garden.Performance depends on the starting point. Wednesday’s 3 pm marks looked very different than the 5 pm marks. Would you take on risk when Trump is holding up an Excel spreadsheet taped to a poster board in the Rose Garden? It complicates a pipeline hedger’s life.We call the deal between Rocket and NationStar, "RocketStar." It is going to have unintended consequences because investors don’t like lo...