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News · ▼ Bearish · 1 source confirmed · 2026-09-25 17:20 UTC

This is why you might see 8% mortgage rates soon

Why now

Thesis: Bond selloff threatens to push mortgage rates toward 8%

Catalyst to watch: Next Treasury auction and CPI print

Main risk: Forecast of 8% rates may not materialize

Why it matters

Rising long yields feed through to mortgage rates, pressuring housing affordability and rate-sensitive equities.

Details

Also in Weekend Reads: The bond market selloff’s consequences for AI, a threat to the buy-and-hold investment style and advice from the Moneyist.

Related assets & topics

HousingTreasury Bonds

Sources

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