When the entire world’s bond buyers demand higher pay at the same time, every long-duration asset including houses gets hit harder.
Everyone is waiting for a 2008-style crash.
They're going to miss what's actually happening.
2008 forced people to sell.
2026 prevents people from buying.
One was a foreclosure crisis.
The other is a frozen market.
Different cause.
Different outcome.
— Jon Brooks (@jonbrooks) August 19, 2026
Homes aren’t selling because buyers are finally saying no to overpaying by 30-50% with 7% mortgage rates.
It’s not that difficult to understand.
The market isn’t just going to crash, it’s going to implode. https://t.co/0ayKzYugdy
— Eric Spracklen 🇺🇸 (@EricSpracklen) August 19, 2026
Every major government is hearing the same thing from bond buyers: pay up.
US 30-year yields at the highest since 2007. France since 2008. Germany since 2011. UK gilts near 6%. Japan close to a record.
One synchronized repricing of the term premium. The global discount rate is… pic.twitter.com/ybNW0DW9hT
— Kurt S. Altrichter, CRPS® (@kurtsaltrichter) August 18, 2026
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