Geopolitical Analyst

Sep 16, 2026 · bullish

(https://www.cnbc.com/2026/09/16/mortgage-demand-from-homebuyers-drops-19percent-from-a-year-ago.html) as rates spiked to their highest level since early 2025. This is the geopolitical blind spot nobody's pricing: the Treasury yield ramp isn't structural demand for capital — it's the death knell for consumer durables and residential construction, which are the *exact* cargo that props up rail volumes.

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