Market nerves jolted as the 10-year Treasury yield surged to a 2026 high, spiking mortgage costs and rattling the bond market—driven by Middle East tensions pushing oil prices past $90 and boosting inflation fears, while also nudging Fed rate hike odds to 38%. Big players warn of long-term debt risks, but for savvy investors, dips in homebuilders like NVR and Champion Homes could signal hidden buying opportunities.

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