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![KobeissiLetter Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::3316376038.png) The Kobeissi Letter [@KobeissiLetter](/creator/twitter/KobeissiLetter) on x 946.1K followers
Created: 2025-07-09 15:20:37 UTC

What about housing?

Mortgage rates would fall from ~7% to ~4% into a market that has already seen prices rise +50% since 2020.

We believe home prices would rise another 25%+.

While mortgage rates would drop, the surge in prices would undo any affordability improvements.

![](https://pbs.twimg.com/media/GvbE-a-WIAAs7Z9.png)

XXXXXX engagements

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**Related Topics**
[mortgage rate](/topic/mortgage-rate)
[housing market](/topic/housing-market)

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