Following are five big themes likely to dominate thinking of investors and traders in the coming week and the Reuters stories related to them.

1/HOME SWEET HOME IN AMERICA

U.S. bond yields have jumped in the wake of stunningly strong economic data and hints from Federal Reserve officials that interest rates could rise for a fourth time this year in December.

That rate-hike cycle may be about to take another bite into the already softening U.S. housing market, as rising mortgage interest rates weaken home affordability. Mortgage application volumes are lower on a year-over-year basis and refinancing activity continues to decline -- fewer borrowers can benefit, given today's higher interest rates.

So next week's data by the Mortgage Bankers Association on home loan applications will be closely scrutinised, after 10-year benchmark borrowing costs leapt to their highest since May 2011. If 10-year Treasury yields stay near their seven-year peaks, borrowing costs on U.S. 30-year mortgages would increase 10 to 15 basis points by the upcoming week, Freddie Mac's chief economist Sam Khater estimates.