The Regan Team Home Loan Group Weekly Real Estate Round up – September 30 2026

Could mortgage rates really climb to 9%? This week’s market update looks at the economic data and bond market movement behind that question.

We break down the latest ADP employment report, including job growth and wage trends, along with new Case-Shiller home price data showing where home values are headed nationally.

We also review the latest new home sales numbers, housing inventory, and home prices before diving into the newest PCE inflation report. Both headline and core inflation remain elevated, which is especially important because inflation expectations can have a major impact on Treasury yields and mortgage rates.

Finally, we look at the recent selloff in the bond market and explain why continued inflation pressure could create a difficult environment for mortgage rates—even after the Federal Reserve’s recent moves.

If you’re buying, selling, refinancing, or just trying to understand where rates could go next, this is an important market update.