[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  kristen shaughnessy [@kshaughnessy2](/creator/twitter/kshaughnessy2) on x 24.3K followers Created: 2025-07-12 23:00:28 UTC “Mortgage defaults are up over XXX% in the last six months.” "That one sentence reframed the macro picture. It confirmed what many investors have felt beneath the surface: this isn't just about high interest rates or inflation fatigue; it's about behavioral collapse. The U.S. consumer is no longer just stretched. They're snapping... ...Mortgage delinquencies are not a blip in the data. They are a leading indicator. They are the first crack in a leveraged economy. And that matters for every investor trying to assess risk as we head into 2026..."  XXXXXX engagements  **Related Topics** [rates](/topic/rates) [inflation](/topic/inflation) [macro](/topic/macro) [Post Link](https://x.com/kshaughnessy2/status/1944170019858133056)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
kristen shaughnessy @kshaughnessy2 on x 24.3K followers
Created: 2025-07-12 23:00:28 UTC
“Mortgage defaults are up over XXX% in the last six months.”
"That one sentence reframed the macro picture.
It confirmed what many investors have felt beneath the surface: this isn't just about high interest rates or inflation fatigue; it's about behavioral collapse.
The U.S. consumer is no longer just stretched. They're snapping...
...Mortgage delinquencies are not a blip in the data. They are a leading indicator.
They are the first crack in a leveraged economy. And that matters for every investor trying to assess risk as we head into 2026..."
XXXXXX engagements
