Geopolitics Alpha

Mortgage lending remains at a high level despite rising interest rates

Published . Updated .

GEOPOLITICS ALPHAMortgage lending remains at a highlevel despite rising interestratesGEOPOLITICS ALPHA

This report is about US interest rates and real estate.

Directly affected

  • No company is named in this report.

Indirectly affected

  • TLT iShares 20+ Year Treasury Bond ETF-1.8% 30d

    iShares 20+ Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “interest rates” (US interest rates) in this story.

  • IEF iShares 7-10 Year Treasury Bond ETF-0.9% 30d

    iShares 7-10 Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “interest rates” (US interest rates) in this story.

  • XLRE Real Estate Select Sector SPDR-0.6% 30d

    Real Estate Select Sector SPDR: it holds property and homebuilding stocks. Linked by “mortgage” (real estate) in this story.

  • JPM JPMorgan Chase-5.5% 30d

    JPMorgan Chase (national commercial banks): rate changes move lenders' margins and borrowers' demand. Linked by “interest rates” (US interest rates) in this story.

  • BAC Bank of America-15.0% 30d

    Bank of America (national commercial banks): rate changes move lenders' margins and borrowers' demand. Linked by “interest rates” (US interest rates) in this story.

  • PLD Prologis-7.0% 30d

    Prologis (real estate investment trusts): housing and property firms move with mortgage rates and demand. Linked by “mortgage” (real estate) in this story.

  • DHI D.R. Horton+5.1% 30d

    D.R. Horton (operative builders): housing and property firms move with mortgage rates and demand. Linked by “mortgage” (real estate) in this story.

  • LEN Lennar+5.0% 30d

    Lennar (general bldg contractors - residential bldgs): housing and property firms move with mortgage rates and demand. Linked by “mortgage” (real estate) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
TLT-1.92%+0.06%baseafter closeafter closeafter closeafter close
IEF-0.97%+0.09%baseafter closeafter closeafter closeafter close
XLRE-0.95%-0.61%baseafter closeafter closeafter closeafter close
JPM+0.37%+0.74%baseafter closeafter closeafter closeafter close
BAC+0.22%+1.07%baseafter closeafter closeafter closeafter close
PLDNo price data for this ticker———————
DHI-4.42%+0.78%baseafter closeafter closeafter closeafter close
LENNo price data for this ticker———————

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Market Call

Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.

Mortgage lending remains at a high level despite rising interest rates Febelfin

Source: Febelfin

Price since this story was published: Ishares Tr (TLT)

CompanyWhenMoveStatus
Bank Of America (BAC)three days earlier+1.07%final price
Bank Of America (BAC)five days earlier+0.22%final price
Horton D R (DHI)three days earlier+0.78%final price
Horton D R (DHI)five days earlier-4.42%final price
Ishares Tr (IEF)three days earlier+0.09%final price
Ishares Tr (IEF)five days earlier-0.97%final price
Jpmorgan Chase (JPM)three days earlier+0.74%final price
Jpmorgan Chase (JPM)five days earlier+0.37%final price
Ishares Tr (TLT)three days earlier+0.06%final price
Ishares Tr (TLT)five days earlier-1.92%final price
Select Sector Spdr Tr (XLRE)three days earlier-0.61%final price
Select Sector Spdr Tr (XLRE)five days earlier-0.95%final price

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Ishares Tr (TLT)

Companies carried with this story

  • TLT Ishares Tr

    For “Mortgage lending remains at a high level despite rising interest rates,” Ishares Tr (TLT) is linked, with no stored direction, medium confidence. Reason on file: iShares 20+ Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “interest rates” (US interest rates) in this story

  • IEF Ishares Tr

    For “Mortgage lending remains at a high level despite rising interest rates,” Ishares Tr (IEF) is linked, with no stored direction, medium confidence. Reason on file: iShares 7-10 Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “interest rates” (US interest rates) in this story

  • XLRE Select Sector Spdr Tr

    For “Mortgage lending remains at a high level despite rising interest rates,” Select Sector Spdr Tr (XLRE) is linked, with no stored direction, medium confidence. Reason on file: Real Estate Select Sector SPDR: it holds property and homebuilding stocks. Linked by “mortgage” (real estate) in this story

  • JPM Jpmorgan Chase

    For “Mortgage lending remains at a high level despite rising interest rates,” Jpmorgan Chase (JPM) is linked, with no stored direction, medium confidence. Reason on file: JPMorgan Chase (national commercial banks): rate changes move lenders' margins and borrowers' demand. Linked by “interest rates” (US interest rates) in this story

  • PLD Prologis

    For “Mortgage lending remains at a high level despite rising interest rates,” Prologis (PLD) is linked, with no stored direction, medium confidence. Reason on file: Prologis (real estate investment trusts): housing and property firms move with mortgage rates and demand. Linked by “mortgage” (real estate) in this story

  • BAC Bank Of America

    In “Mortgage lending remains at a high level despite rising interest rates,” Bank Of America (BAC) is linked, with no stored direction, medium confidence. Reason on file: Bank of America (national commercial banks): rate changes move lenders' margins and borrowers' demand. Linked by “interest rates” (US interest rates) in this story

  • DHI Horton D R

    For “Mortgage lending remains at a high level despite rising interest rates,” Horton D R (DHI) is linked, with no stored direction, medium confidence. Reason on file: D.R. Horton (operative builders): housing and property firms move with mortgage rates and demand. Linked by “mortgage” (real estate) in this story

  • LEN Lennar

    For “Mortgage lending remains at a high level despite rising interest rates,” Lennar (LEN) is linked, with no stored direction, medium confidence. Reason on file: Lennar (general bldg contractors - residential bldgs): housing and property firms move with mortgage rates and demand. Linked by “mortgage” (real estate) in this story

Ishares Tr (TLT)

Ishares Tr (TLT) is the company in “Mortgage lending remains at a high level despite rising interest rates,” the 27 Oct 2026 this story story.

The link for Ishares Tr (TLT) is this: iShares 20+ Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “interest rates” (US interest rates) in this story

A second company, Ishares Tr (IEF), is listed for a different reason: iShares 7-10 Year Treasury Bond ETF: Treasury bond prices move with interest-rate expectations. Linked by “interest rates” (US interest rates) in this story

Dates and price levels for Ishares Tr (TLT)

IEF traded between 88.64 and 91.23 across 20 sessions. The latest close on file is 90.08. TLT traded between 76.44 and 81.94 across 20 sessions. The latest close on file is 79.46. XLRE traded between 40.28 and 43.19 across 20 sessions. The latest close on file is 42.80.

How strong the case is around Ishares Tr (TLT)

46 out of 100

“Mortgage lending remains at a high level despite rising interest rates” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.