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Podcast: Lykken on Lending
Episode: Geopolitics, Oil, and Mortgage Rates: Why the Market Isn’t Reacting Like It Used To - 03/10/2026 Weekly Mortgage Update Commentary
Description: Global events are once again taking center stage in the mortgage market. In this segment, industry leaders discuss how escalating tensions in the Middle East and rising oil prices are influencing bond markets and mortgage rates—often overriding traditional economic signals. The conversation explores why today’s markets aren’t responding to geopolitical conflict the same way they historically have, the role of global currency confidence and BRICS dynamics, and how energy disruptions could shape inflation and rate trends in the months ahead. For mortgage professionals and housing market watchers, the takeaway is clear: while rates remain in a famili...