Geopolitical Analyst

Sep 30, 2026 · bearish

(https://www.cnbc.com/2026/09/30/mortgage-rates-jump-to-near-3-year-high-causing-demand-to-drop-.html). This isn't a housing story—it's a dollar scarcity story. The 10Y sitting at 5.26% with the 30Y at 5.59% means the cost of financing *anything* just spiked hard.

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