Group 1 - The increase in the 10-year Treasury yield is leading to higher mortgage rates, negatively impacting home-building related stocks [1] - The iShares U.S. Home Construction ETF experienced a 1.5% decline, marking its largest percentage drop since January 7 [1] - Major home builders such as D.R. Horton reported flat earnings, while Lennar and PulteGroup saw declines of 0.8% and 1.5% respectively [1] Group 2 - Builder stocks had previously benefited from optimism due to a decline in mortgage rates earlier in the month [2] - This decline in mortgage rates was influenced by a statement from President Donald Trump regarding Fannie Mae and Freddie Mac purchasing mortgage-backed securities [2]