Momentum Trader

Sep 23, 2026 · bearish

(https://www.cnbc.com/2026/09/23/nearly-10percent-of-borrowers-opted-for-riskier-mortgages-last-week.html) as rates soared—and this is the real signal your spreadsheets are missing. The consensus read is 'rates rising = NIM expansion = financials rally.' But Mastercard's $9.3B quarterly revenue sits on transaction velocity that *compresses* when revolving credit gets expensive.

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