Based on this YouTube video's total view count of 743 views and industry-standard rates, the estimated total earning is $1 - $1 through ad revenue. Historical data is not yet available to calculate daily, weekly, or monthly averages.

Explore October Hike Odds Just Collapsed Peak Rates May Be In | Macro Monday! October 5, 2026 with 743 views, 11 likes, and 0 comments. Experience the impact of this video content that has captured audience attention.

October Hike Odds Just Collapsed. Peak Rates May Be In. | Macro Monday! October 5, 2026 Last week the October Fed hike was priced at 68%. This morning it flipped to 78% HOLD. The move already happened. Mortgage rates may be topping out. The Strait of Hormuz is back to 80% of normal oil flow. Credit spreads eased. And on the ground, Donna Olshan just reported one of the biggest luxury contract weeks in a while (30 signed over $4M). This feels like an inflection point, not a continuation. The move already happened. If oil keeps flowing and diesel tops out, the market may see less of a need for three more hikes. Peak rates may be in. Noah Rosenblatt and John Walkup break down the first full week of fall data: September closed with supply at 1,940 (above the 1,730 seasonal norm), contracts at 588 (below the 687 norm), the Fed path softening materially, and a surprising price-tier analysis that defies the common wisdom about rate sensitivity in NYC. Five Takeaways 🏦 October hike just got canceled: 78% hold odds this morning vs. 68% hike last week. December still at 67%, March at 43%. Three more hikes priced in through 2027 (down from four last week). 🛢️ Strait of Hormuz back to 80%: Oil flow through the choke point has sharply recovered from early-2026 lows. If diesel tops out, the entire inflation input story softens, and the Fed gets runway it hasn't had in months. 📊 The sub-$1M rate-sensitivity thesis just got broken by data: Everyone (including this show) has been saying sub-$1M is the most rate-sensitive tier. Noah's year-over-year chart says the opposite: $1-2M is down 39% YoY, under $1M only down 20%. Lower down payments at the entry level may actually be absorbing the rate hit better. 💎 Donna Olshan reports 30 luxury contracts last week: One of the biggest weeks in a while for $4M+ Manhattan. Full fall wave is arriving. Supply at 1,940 for September (above norm), contracts bottoming at 588, upswing just starting. 🧊 Correction from last week: Noah owns up — the September seasonal norm for new listings is 1,730, not 2,100. 2,100 was last September's actual print. Light accountability moment worth watching. Bonus: The AI Discussion Also in this episode: a long chat on AI in real estate. The "listing-copy slop" problem (Hillary flagged it), why hallucination is still a real risk, the 1% global AI adoption stat, Anthropic burning $42B/year, and Noah's framing: "This is like dot-com in '94 or '95. We don't know what we don't know." Plus Noah's price-cut-as-stages-of-grief frame previewed for tomorrow's workshop. This Week's Content Tuesday 11am: Price Cut Psychology workshop. If you have a lingering fall listing that needs to move before Thanksgiving, this is the session. Noah's "stages of grief" framework for walking a seller through a price reduction. Why This Episode Matters If you own, buy, sell, or advise in NYC real estate right now, this is the week the Fed story changed direction. Get the same Manhattan and Brooklyn dashboards Noah and John pull up every Monday at urbandigs.com. For independent pricing intelligence on a specific NYC deal, especially a fall listing that needs a strategic read before you cut, UrbanDigs Advisor gives you the read with no broker incentives. Visit urbandigs.co. Subscribe and hit the 🔔 so you never miss a Macro Monday. Timestamps 00:00 Macro Monday Begins: NYC Real Estate & Global Economy 02:15 Manhattan Real Estate Market Snapshot 05:05 September Listing Supply & Fall Listing Wave 08:00 Contract Signed Trends & October Outlook 10:45 Manhattan’s Fall Real Estate Season 13:10 Credit Spreads, Interest Rates & Market Risk 16:05 Are Interest Rates Finally Nearing a Peak? 19:00 Fed Rate Expectations & Future Hikes 22:10 Interest Rates by Price Point: What the Data Shows 25:05 Brooklyn vs. Manhattan Market Performance 27:40 NYC Rents, Homeownership & Investment Opportunity 30:10 National Housing Market vs. New York City 32:15 Consumer Spending, Inflation & Housing Demand 34:20 Data Centers, AI & Where Capital Is Moving 36:40 Oil Prices, Strait of Hormuz & Inflation 39:00 AI in Real Estate: Opportunities & Risks 41:10 AI Hallucinations, Productivity & Fact-Checking 43:15 Final Q&A, Price Cuts & Closing Thoughts ============================================= #manhattanrealestate #nycrealestate #nycrealestate2026 #manhattanrealestate2026 #nychousingmarket #manhattanhousing #brooklynrealestate #nycrealestatemarket #realestateupdate #realestateanalysis #nycmarket #manhattanmarket #nycrealestateinvesting #mortgagerates #interestrates #housingmarket #realestatemarket #nycrentals #airealestate #macromonday

With SocialCounts.org’s view counter, track your YouTube video’s live view count and YouTube likes count in real time with fast, reliable updates.

Watch every YouTube video live view count rise with our real-time YouTube views tracker—built for accuracy and minimal delay.

Follow YouTube real time views as they happen, using our dedicated view counter for YouTube videos.

Get up-to-date live view count on YouTube and see real-time growth with SocialCounts.org’s smart tracking tools.