The Regan Team Home Loan Group Weekly Real Estate Round up – September 2 2026

This week’s market update looks at a surprising new force impacting the bond market—and potentially mortgage rates: massive AI-related corporate borrowing.

We start with the latest ADP employment report, which showed private-sector job growth slowing while wage growth remains elevated. We then break down why companies investing heavily in artificial intelligence and data centers are issuing enormous amounts of corporate debt—and how that debt is now competing with U.S. Treasuries for investor dollars.

Could the explosion in AI spending actually push Treasury yields and mortgage rates higher? We explain the “crowding out” effect, what Wall Street is watching, and what the latest bond market movement could mean for borrowers.

If you’re buying a home, refinancing, or simply trying to understand where mortgage rates may be headed next, this is an important trend to watch.