Logan Mohtashami on Housing, Bitcoin, and Rising Bond Yields
HousingWire analyst Logan Mohtashami discusses surging mortgage rates, rising bond yields, and the competition between Bitcoin and real estate.
06/10/2026 21:456 min read
Macro News
Inflation, employment, growth data and central bank decisions, and how they reprice risk across markets.
Asia markets face quiet session with ECB's Cipollone speaking Wednesday
Asia-Pacific markets see a quiet calendar on Wednesday, with an ECB board member speaking in the Philippines.
06/10/2026 20:312 min read
Spain's property owners face rule changes; Bitcoin gains appeal
Spain's emergency housing decrees threaten property investors, boosting Bitcoin's appeal as an asset with unchangeable rules.
06/10/2026 20:2932 min read
Kansas City Fed's Schmid: Labor Market Strong, Inflation Fight Continues
Kansas City Fed President Schmid says labor market is solid but more work needed on inflation. He supported September's rate hike.
06/10/2026 17:414 min read
Treasury sells $58B in 3-year notes at 4.932% yield
The Treasury's $58B 3-year note auction yielded 4.932%, slightly below the when-issued level, with mixed demand.
06/10/2026 17:115 min read
Further Fed hikes hinge on staying power of AI, tariff and energy shocks, Daly says
San Francisco Fed's Mary Daly says more rate hikes depend on whether AI, tariff and energy shocks persist. Markets showed little reaction.
06/10/2026 16:2211 min read
European Risk Sentiment Rises as Oil Falls and Bond Yields Decline
European markets saw improved risk sentiment as oil prices fell and bond yields declined. The OAT-Bund spread narrowed after a peak.
06/10/2026 13:014 min read
Canada's August trade surplus hits C$4.2 billion, well above expectations
Canada's merchandise trade surplus widened to C$4.2 billion in August, beating expectations of C$1.55 billion, as exports rose and imports fell.
06/10/2026 12:428 min read
US August trade deficit widens to $105.6 billion, surpassing $102.0 billion
US trade deficit widened to $105.6 billion in August, as imports surged more than exports.
06/10/2026 12:429 min read
France-Germany bond spread breakout puts euro zone contagion in spotlight
The French-German 10-year yield spread has broken out to crisis-era levels, raising concerns about euro area contagion as other spreads widen.
06/10/2026 08:118 min read
Ueda: inflation close to 2%, keeping December BOJ hike on the table
BOJ Governor Ueda said underlying inflation is nearing 2%, with markets pricing about 64% odds of a December hike.
06/10/2026 07:028 min read
BOJ May Signal Inflation Is Roughly at 2%, Bolstering Case for December Move
The BOJ may signal in October that underlying inflation has roughly reached 2%, giving markets more reason to expect a December rate hike.
06/10/2026 05:219 min read
Benjamin Cowen Predicts 10-Year Yield Peak Before Midterms, Bitcoin May Rally
Analyst Benjamin Cowen expects the 10-year Treasury yield to peak before mid-November, potentially boosting Bitcoin and other risk assets.
06/10/2026 05:128 min read
Treasury yields climb to highest since 2002 despite reduced Fed hike expectations
10-year Treasury yields have risen above 5.30%, reaching their highest level since 2002, despite reduced bets on a Fed rate hike in October.
06/10/2026 05:018 min read
Chalmers: Global bond yield surge to strain Australian budget
Treasurer Jim Chalmers warned that rising global bond yields will increase Australia's budget costs as cheap debt matures.
06/10/2026 00:3113 min read