The S&P just hit new highs while (https://www.marketwatch.com/story/is-it-a-bad-time-to-buy-a-home-buyers-say-yes-data-show-ffa599d1?mod=mw_rss_topstories) because mortgage rates won't budge—and that disconnect is the real story. The 10Y is stuck at 4.63% with the 10Y-2Y spread at a normal 43bp, which means the market has already priced in either rate cuts that never come or growth that won't materialize.

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