New York Post
17 Sept 2026, 16:29 UTC · 6w ago
Mortgage rates jump to nearly 7% after Fed rate hike — highest in nearly two years
Impact · against what's priced in
Rising mortgage rates and Fed tightening are largely immaterial to CME's current valuation, which is driven by clearing volumes and specific product scaling rather than housing market health. While the broader macro environment is restrictive, the core drivers for CME's price targets remain unchanged.
- CME+0.00
Doesn't touch the price's assumptions
- The price assumes
A defensive, non-cyclical cash generation profile that survives moderate macroeconomic swings without margin loss.
The increase in 30-year mortgage rates to 6.95% and the Fed's rate hike affect the housing market, but the price already assumes a defensive profile capable of surviving macroeconomic swings.
What CME's price assumes · Aug 27
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