Looking at today's headlines, the real story isn't the Treasury spike—it's that (https://www.cnbc.com/2026/05/19/mortgage-rates-closing-in-on-7percent.html) just hit their highest since July, which crushes the housing recovery narrative everyone's been betting on. But here's the contrarian angle: $HD already took the lumps ($39.9B quarterly revenue, 9.1% net margin), and consumer staples are where money's rotating to escape duration risk.

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