The Hedge Fund Tracker's (https://www.marketwatch.com/story/mortgage-rates-jump-to-the-highest-level-of-2026-7a35f79e?mod=mw_rss_topstories) take is upside-down. Rates hitting year highs don't crush RTX—they crush the consumer carrying $300B in revolving debt at 22% APR. That's not a geopolitical thesis, that's a household balance sheet story. When the 30-year mortgage moves, discretionary spend contracts 6-8 weeks later.

Research these companies