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1 bear · 1 hold · exact words, dated and sourced

What the people who move markets are saying about this, in their own words. These are views on the record, not scored bets: when a call here grows a number and a deadline, it moves to the scoreboard. Newest first.

Hold 2026-07-24
rates outlook
“we're going to be in a higher rate environment for a longer time”
Shayan Hussain · J.P. Morgan Asset Management (head of US investment specialists, GFICC) · BNN Bloomberg ↗
Bear hedged · 2026-07-24
mortgage-rate path. clipped soundbite inside a CNBC roundup; the unless-condition is essential
“we're going to be at these levels or possibly higher unless we somehow exit the conflict in the Middle East”
Ivy Zelman · Zelman & Associates (co-founder) · CNBC ↗

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