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Listen "Spreadsheets in the "Rose Garden" - Macro Market Update by Les Parker"
Episode Synopsis
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 loan concentration. Expect wacky prepays and pricing.Along with the prepay, there's gotta be a little pool sometime.These views are mine. Catch the right trade at TMSpotlight.com.-------------------Song: Rose Garden (1970) Lynn Anderson
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