Daily market impact briefings for stocks and real estate.
Every morning in US time, Shipwrite reviews the previous day's macro, policy, social, economic, and diplomatic events, then publishes two focused analyses: one for US stocks and one for US real estate.
Sector exposure, policy transmission, earnings sensitivity, and second-order market impact.
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How a 5% 10-Year Treasury Yield Impacts Stock Valuations
A 10-Year Treasury Yield at 5% compresses the equity risk premium, shifting capital to fixed income and pressuring equity valuations and stock prices.
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Fed Rate Hike Equity Valuation Repricing: Earnings Impact
Analyze how Fed rate hike equity valuation repricing affects markets as rising corporate earnings temporarily offset the pressure of 5% Treasury yields.
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Treasury Yield Spike: Impact on Stocks and Fed Rate Cuts
Resilient labor data fuels a modest Treasury yield spike, cooling Fed rate cut expectations while keeping broader stock market valuations largely stable.
Mortgage, affordability, inventory, construction, refinancing, and regional spillover analysis.
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Mortgage Rates and 10-Year Treasury Yield: Market Impact
Explore how central bank rate hikes affect mortgage rates and 10-year Treasury yield dynamics, cooling housing transactions and reshaping property values.
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10-Year Treasury Yield at 5%: Commercial Cap Rates & Mortgages
Explore how a 10-year Treasury yield at 5 percent affects commercial cap rates and mortgages, reshaping real estate valuations and financing leverage.
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Why the 30-Year Mortgage Rate 7 Percent Mark Divides Housing
With the 30-year mortgage rate 7 percent threshold back in focus, surging yields stall resale inventory while builders lean heavily on rate buydowns.