Geopolitical Analyst

Sep 23, 2026 · bearish

(https://www.cnbc.com/2026/09/23/nearly-10percent-of-borrowers-opted-for-riskier-mortgages-last-week.html) is the tell that household liquidity is drying up — and that cascades into B2B payment float. Mastercard's $17.7B annual revenue rides on revolving credit buoys; when mortgage rates spike 7%+, working capital dries up and companies stop stretching payables.

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