Macro and Rates
Housing market and mortgage rates
Not on the starting list: Claude named it and a second pass merged look-alike labels into it.
- Episodes
- 28
- Share
- 2.8%
- Shows
- 24
- Net sentiment
- −0.87
Up from 2.5% of episodes in the weeks before; net sentiment was −0.70.
Bullish 0Mixed 3Neutral 5Bearish 20
3 weeks
Share of each week's episodes, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5
Net sentiment
−10+1
Sep 21Sep 28Oct 5
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bearish 20
- Expanded mortgage lending to stretched buyers and manufactured-home loans could leave borrowers underwater and financially trapped.JPMorgan’s Plan to Fix the Housing Crisis · George Kamel · Oct 5
- Higher mortgage rates cut affordability and demand, keeping housing turnover near multi-decade lows.High Mortgage Rates and a Stuck Housing Market · Thoughts on the Market · Oct 8
- Rising 30-year mortgage rates freeze home sales, hurting young buyers and housing-linked economic activity.Why The S&P Just Hit A Record High — Despite Soaring Yields · Prof G Markets · Oct 7
- Host argues China's property bust and ghost cities will push prices down and weaken collateral.The Chinese Banking Collapse Has Started · IAllegedly · Oct 7
- Mortgage rates near 7.4% weaken demand, forcing builders into incentives and sellers into price cuts.What’s News in Markets: Refiners Cash In, AI Stocks Wobble, Homebuilder Blues · WSJ Your Money Briefing · Oct 10
- Rising rates depress valuations, slow transactions and make refinancing harder across commercial real estate.Talk Your Book: How Higher Rates Are Re-Shaping Commercial Real Estate · Animal Spirits · Oct 5
Show 14 moreShow fewer
- Mortgage rates near 7% are slowing housing sales and cutting real estate jobs.Money Supply Growth And Stock Markets: Where The Cash Flows · Felix Nikolas Prehn's Podcast · Oct 8
- Mortgage rates near 7.6 percent are cutting demand and freezing housing transactions.Bond Bull, Un-Freezing Housing, and Under-the-Radar AI Names 10/7/26 · The Exchange · Oct 7
- Residential solar and commercial real estate bankruptcies and policy changes signal distress in property-linked credit.Ex-Goldman MD: "Credit Markets Move in Step Functions" · Odds on Open · Oct 8
- Higher mortgage rates reduce homeowners' willingness to move, slowing the housing market.Why Cash Is King in the Era of Higher Interest Rates · WSJ's Take On the Week · Oct 11
- Property market weakness left a hole that credit has needed to fill, now being deliberately reduced.Ep 91 - Beijing’s quiet deleveraging push · The Trivium China Podcast · Oct 9
- Rising foreclosures and affordability strain are presented as signs of economic distress.**Successful Metals Stackers!** You'll get THIS (Prediction) 🦍🦍 Silver and Gold Price Update Too · SILVER / GOLD / $UFD: Surviving Global Economic Shifts | RONS BASEMENT · Oct 8
- Mortgage rates at 7.63% pressure homebuilder stocks and home-related retailers.Rates Back On The Rise… And Used Car Market Shifting Into Reverse 10/7/26 · CNBC's "Fast Money" · Oct 7
- Higher rates make median homes unaffordable for most buyers and hurt the housing sector.Harley Bassman, The Convexity Maven · Alpha Exchange · Oct 6
- Mortgage rates near 7% are expected to cut transactions and soften the housing market.11AM Hour: Dan Niles on Tech, Brazil Stocks Rally & AI Hearing Today 10/5/26 · Squawk on the Street · Oct 5
- Rising home insurance costs and rebuild costs worsen housing affordability.Insurance, AI, and the Search for Quality With Piper Sandler's Paul Newsome · What's Next For Markets · Oct 9
- High mortgage rates and home prices strain buyers and renters, a key midterm issue.11AM Hour: Undersecretary of Defense Emil Michael, Former White House Coordinator for the Middle East & New AI Model Competition 10/6/26 · Squawk on the Street · Oct 6
- Mortgage rates above seven percent and rising rents keep housing unaffordable for many buyers.AI, rates and global growth shape the market outlook 10/6/26 · Morning Call · Oct 6
- High rates suppress building, which the hosts argue will push rents and inflation higher later.Sudden Wealth Syndrome (EP. 485) · Animal Spirits · Oct 7
- Mortgage rates climbed to about 7.6% and pending home sales and refinance applications fell sharply.Closing Bell 10/7/26 · Closing Bell · Oct 7
Mixed 3
- Post-crisis mortgage underwriting produced high-quality loans, but geographic concentration adds risk.Chris Hentemann, Founder and CIO, 400 Capital Management · Alpha Exchange · Oct 9
- Higher mortgage rates hurt construction, while new rental supply is gradually easing rents.Could U.S. Elections Slow the AI Data Centre Buildout? + Millennial Moron on Housing & Population Growth · The Canadian Investor · Oct 10
- Housing shortage and rent control debated; supply constraints framed as the core problem, with unclear market implications.Emma Camp - Why Gen Z Is Afraid of Rejection: Dating, Therapy Culture & Housing (Ep. 331) · Infinite Loops · Oct 8
Neutral 5
- Covers how mortgage rates relate to Fed policy and the host's personal rate buydown decision.#88: How Fed Interest Rates Affect Your Mortgage, Credit Cards, and Savings—and How to Prepare · Wealth Para Todos: Financial Security through Self-Care · Oct 11
- Covers the mechanics and regulation of mortgage servicing and homeowner payment challenges.How Valon Rebuilt a $13 Trillion Industry From Scratch · The a16z Show · Oct 7
- Housing affordability is a top political issue for young voters, with supply shortages and high costs discussed.Stocks at Record Highs, The Bullish Case for Bonds, and NYC’s AI Safety Push 10/6/26 · The Exchange · Oct 6
- Housing activity is near multi-decade lows and mortgage rates around 7 percent limit further downside.Fixed Income Conversation Corner with Mike Cudzil (PIMCO) and Leslie Falconio (UBS CIO) · UBS On-Air: Market Moves · Oct 6
- Touches on early career mortgage banking and financing of projects during the savings and loan era.40 Years of Real Estate, Relationships, & Investing with Mitch Pleis · Durable Value: An Investor's Podcast · Oct 7
Around it
Companies named
- JPMorgan 1
- eXp World Holdings1
- Valon1
- D.R. Horton1
- Lennar1
- PulteGroup1
Shows that covered it most
- Animal Spirits2
- Squawk on the Street2
- Alpha Exchange2
- The Exchange2
- George Kamel1
- Morning Call1
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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