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Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: ajtj99 who wrote (92909)	6/27/2025 12:54:39 PM
From: ajtj99	2 Recommendations Recommended By Libbyt Smart_Asset Read Replies (1) \| Respond to of 96415

If mortgage rates move up 2% in lock-step with the TNX, home prices would need to drop 14.4% to maintain the same monthly payment. With the overhang in supply already, I would not be surprised to see home prices drop 20% in many markets this winter. People should be prepared for this seismic change that looks like a high probability event. If all this happens, construction will crater, remodeling will crash, and tons of home owners will be below water on their loans. I suspect the combination of low Fed Funds rates and sky-high T-bill rates may create an arbitrage opportunity for hedge funds and private equity to buy up huge swaths of residential real estate for cash.