In this segment of The Motley Fool's everything-financials show, Where the Money Is, banking analysts Matt Koppenheffer and David Hanson discuss the implications of rising mortgage rates on American banks, as well as the American consumer.

When Wells Fargo and JPMorgan Chase report earnings on Friday morning, investors will see a strong representation of the mortgage market for banks.

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To watch Where the Money Is in its entirety, click here.