The Federal Reserve just entered a new era — and most investors are focused on the WRONG story. In this video, Mark Malek breaks down what Kevin Warsh’s confirmation could really mean for markets, mortgage rates, housing, and the entire yield curve.

While Wall Street celebrates potential rate cuts, the bond market may already be signaling something much more dangerous: higher long-term borrowing costs even as the Fed cuts short-term rates.

We explain:
Why the Fed’s $7 trillion balance sheet matters more than rate cuts
How active MBS selling could impact mortgage rates
What “bear steepening” means for investors
Why housing affordability could get even worse
The hidden signal bond traders are already watching

This is the type of macro shift that can completely change stocks, housing, credit markets, and consumer spending.

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