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The Julia La Roche Show · Saturday, August 1, 2026

Economy Poised for Slowdown Amidst High Inflationary Asset Creation, Says Whalen

Chris Whalen predicts an economic slowdown, citing the market's actions and the Federal Reserve's past creation of 'inflationary assets.' He notes that the 10-year Treasury yield at 4.7% will lead to higher mortgage rates, potentially impacting the housing market.

The tape

3 quotes
And I think this economy is going to slow down. Simply because of what the market's done.
Chris Whalen
You know, the tens are at 4.7, more or less, at the close today. And that means that we're going to look at seven, seven and a quarter, uh, fixed rate mortgages soon.
Chris Whalen
And, you know, when they've done that in the past, it's always led to a recession.
Chris Whalen
Heard on The Julia La Roche Show — “#396 Chris Whalen: Warsh Has A Credibility Problem, Gold's Real Signal, & Your Annuity May Not Be Safe, published Saturday, August 1, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.
Transcribed via Gemini audio transcription · $0.05
Economy Poised for Slowdown Amidst High Inflationary Asset Creation, Says Whalen — Heardvine