9.28.26 Conference Activities; Falcon Capital Advisors' Sam Valverde on Rate Environment; Buydown Attractiveness

Chrisman Commentary - Daily Mortgage News · Sep 28, 2026 · 27m · transcript

Treasury yields’ surge to nearly two-decade highs increasingly looks like a structural repricing rather than a temporary selloff, as hawkish Fed policy, resilient data and persistent inflation expectations push markets toward a roughly 70 percent chance of an October hike, while investors debate how much economic damage the Fed will tolerate, and whether rate hikes can meaningfully address supply-driven inflation before 5 percent+ yields expose broader cracks in the economy. Robbie interviews Falcon Capital Advisors’ Sam Valverde on the general importance of the bond market, an analysis of…