How mortgage rates are reacting to a surging 10-year yield
Summary
HousingWire Daily features lead analyst Logan Motoshami discussing the surge in 10-year Treasury yields and its impact on mortgage rates amid escalating geopolitical conflict. Motoshami explains that while yields have risen, compressed mortgage spreads have kept rates below 7%, though he warns of further increases if tensions persist through the summer. The episode also recaps top news, including legislative updates on build-to-rent housing and AI advancements in underwriting.
Topics discussed
Intro, Sponsor, and Top 5 HousingWire News Recap
Rising 10-Year Yields and Impact of Escalating Conflict
Ad Break: Federal Research and Housing Sector
White House Response, Godzilla Tariffs, and Mortgage Spreads
Why Mortgage Spreads Aren't Widening Despite Volatility
Ad Break: Estate Agent Growth
2026 Rate Forecast and Oil Supply Risks Through Summer
Fed Policy, Kevin Warsh, and Dismissing Doom Porn
Outro and HousingWire AI Summit Promotion
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