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Podcast: Lykken on Lending
Episode: Markets vs. Noise: Why Bondsâand Mortgage RatesâRemain Rangebound - 01/20/2026 Weekly Mortgage Update Commentary
Description: Despite a constant stream of geopolitical tension, political speculation, and policy headlines, mortgage rates continue to defy expectations by remaining locked in a well-defined trading range. In this segment of Lykken on Lending, industry veterans unpack why the bond marketânot the news cycleâultimately dictates rate movement, and why traditional concepts like âflight to qualityâ no longer behave the way they once did. The discussion explores GSE MBS buying speculation, Fed independence chatter, global conflict risk, and investor behavior, helping mortgage professionals cut through the noise and focus on the signals that actually matter when navigating todayâs rate envir...