# Macro Monday Ep137: Mortgage market an orange light for the US economy

An episode of [Investec Focus Radio SA](https://invisiblenetwork.ai/podcast/1466036737), 26 Oct 2026, 8:00.

Audio: https://dts.podtrac.com/redirect.m4a/dl.iono.fm/epi/prov_374/epi_1732605_medium.m4a?p=rss

The US economy continues to grow, thanks to ongoing investment into AI, and despite federal government indebtedness and higher inflation because of rising fuel prices. One area where the strain is showing though, says Global Chief Investment Officer Chris Holdsworth, is in the housing market, where mortgage rates are climbing and applications are falling. Should weaker house prices follow, this will be a headwind for consumer spending. Investec Focus Radio SA

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