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LexRegPulse Weekly - Sep 27, 2026

Alex: You're listening to the LexRegPulse Weekly for September 27 — Week in Review. I'm Alex.

Morgan: And I'm Morgan. Here's what mattered this week.

Alex: The 10-year Treasury closed Friday at 5.18 percent — a level we haven't seen since July 2007. The 30-year hit 5.50, its highest since June 2004. Freddie Mac's 30-year mortgage rate printed 7.03 percent, back above 7 for the first time since January 2025.

Morgan: That's a week after the Fed hiked, and it's the number that actually binds bank balance sheets right now. Every deposit-beta model and every low-coupon securities book was built…

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