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Tariff-Driven Inflation Is Trapping Mortgage Rates, and the Fed Can’t Fix It with Rate Cuts
24/7 Wall St.109d agobearish
Tariff-Driven Inflation Is Trapping Mortgage Rates, and the Fed Can’t Fix It with Rate Cuts

On a recent Rich Habits Podcast segment, market commentator Ron Santella put it bluntly: “The playbook from last week hasn’t changed. It’s actually gotten more entrenched. Higher for longer is the base case.” For households waiting on a refinance or a first home purchase, he was even more direct: “Today’s report tells you it’s not ... Tariff-Driven Inflation Is Trapping Mortgage Rates, and the Fed Can’t Fix It with Rate Cuts

KeyBanc Cuts On Holding Price Target to $43: Tariff Concerns Pressure the Growth Story
24/7 Wall St.129d agobearish
KeyBanc Cuts On Holding Price Target to $43: Tariff Concerns Pressure the Growth Story

An analyst firm is stepping back on price, but not on conviction. KeyBanc lowered its price target on On Holding to $43 from $58 while keeping its Overweight rating, framing the move as a recalibration tied to tariff exposure rather than a break in the long-term growth thesis. For investors weighing the premium athletic name, ... KeyBanc Cuts On Holding Price Target to $43: Tariff Concerns Pressure the Growth Story