In this wide-ranging market commentary, David Lykken, Bill, Kittle, and Alice break down why interest rates remain trapped in a tight range despite economic noise and why market reactions often have more to do with trader psychology than global fundamentals. While short-term volatility grabs headlines, the deeper issue facing today’s housing market is affordability—driven not by rates alone, but by compounding increases in homeowner’s insurance, property taxes, and other overlooked cost pressures. With insights into global bond correlations, speculative trading dynamics, and the real impact of runaway housing expenses, this segment offers a candid look at the forces shaping mortgage lending as we enter 2026.

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