10AM Hour: McDonald's & General Mills CEOs, CFTC Chairman, & You Muse You Lose? 9/23/26

Sticky inflation, rising rates, and AI disruption are simultaneously squeezing consumer companies and financial-services incumbents.

• Fed pivots hawkish: Governor Michael Barr said further rate hikes are likely as inflation risk rises and labor risk recedes; Fed funds futures now price 64% odds of an October hike, 94% for December.
• Housing stays weak: 30-year mortgage rates topped 7%, refis hit a 19-month low, and KB Home cut margins citing 'challenging' conditions; 49% of under-30 adults now live with a parent, up 12 points since 2019.

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