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Podcast: Lykken on Lending
Episode: War and "Basketball Jones" Brings March Madness - Macro Market Update by Les Parker
Description: 03-24-2026 War and "Basketball Jones" Brings March Madness--------------------------Basketball Jones, Jay’s got a Basketball Jones. Got a Dribble-Hawk Jones, Oil maybe, too-oo-ooo.Dribbling around inflation rebounds, war zone-defense, oil technicals, and foul growth prospects yield no final four results. The Sweet Sixteen only flirts with conclusions about inflation, war, Oil, and growth, and which dominates rates. Even implied volatility leads to a jump ball.When fundamentals are vulnerable to overtime war, rate forecasting is no slam dunk. So, don't get caught off guard with a fast break....