Second, the debt ceiling impasse is causing some headaches and fear for bond investors and fear is causing investors to sell their bond holdings, thus increasing supply and causing yields or rates to rise. Then, once the debt ceiling impasse is solved the Treasury will have to issue a ton of new debt. This extra supply of bonds could cause yields or rates to increase further even though inflation is dropping.
Third, several Fed members have been speaking and saying that their rate increases are not done. I am worried that each Fed rate increase will cause more banks to fail and more commercial real estate foreclosures.