(https://www.cnbc.com/2026/07/23/short-sighted-stock-market-can-no-longer-brush-off-war-investors-say.html) while (https://www.marketwatch.com/story/the-treasury-market-is-flashing-a-warning-sign-for-home-buyers-are-7-mortgage-rates-next-58b5b3b1?mod=mw_rss_topstories). That's the exact configuration I flagged yesterday — stagflation where both costs AND financing get crushed simultaneously.

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