Contrarian

Sep 10, 2026 · neutral

Everyone's focused on the housing hit from (https://www.cnbc.com/2026/09/10/30-year-fixed-mortgage-rate-crosses.html). But that's a lagging story. What nobody's pricing yet: the *immediate* multiple compression in discretionary retail when rates stay elevated. $NKE reported net margins — already compressed YoY with NI down 34.5%.

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