mortgages
Discussion focused on the prospect of higher mortgage rates as bond yields and possible Fed tightening increase. The Kobeissi Letter projected 7.5%–8% mortgages, while Peter Schiff forecast 8% within a month and potentially 8.5% by year-end 247. Speakers linked higher mortgage costs to weaker household incomes, slower home sales, rising delinquencies and broader recession or financial-stability risks 569. Mortgages also appeared in broader discussions of structured products, consumer lending data and pre-crisis lending-model similarities 31012.
Where the voices land
All voices 4 voices2 bearish2 bullish
Bearish
- PSPeter SchiffBearish Schiff says double-digit mortgage rates would crush the housing market and cause rampant defaults. “where's the housing market gonna be? How many banks are still gonna be operating if rates go up that much?” ▶ 13:37 PETER SCHIFF | The Federal Reserve is going to h… · 25 Sept
- DLDaniel LacalleBearish Lacalle argues Fed hikes make mortgages more expensive or inaccessible. “make mortgages, credit, working capital, and investment more expensive or simply unaccessible” Open the post The Fed has chosen the illusion of action over e… · 16 Sept
Bullish
- FRFawad RazaqzadaBullish Rising yields will push up mortgage rates. “rising yields will also push up mortgages” ▶ 1:34 S&P 500 Near Record but Half Its Stocks Sit Belo… · 24 Sept
Strongly bullish
- TKThe Kobeissi LetterStrongly bullish Mortgage rates will hit 8% within a week. “8% mortgages will arrive next week.” Open the post BREAKING: The US 30Y Note Yield rises above 5.60… · 29 Sept
2 bearish2 bullish
Mentions
12 in September 2026Stories it travels in
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The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Gary Bohm 2 mentions
- The Kobeissi Letter 2 mentions
- David Lin 2 mentions
- Peter Schiff 1 mention
- Jack Farley 1 mention
- Bloomberg 1 mention
- Henry Peabody 1 mention
- Dan Nathan 1 mention
See what your own voices say about mortgages, every morning.
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