US mortgage rates rise to highest since early July, suppressing demand

Published On Jan 2, 2025, 7:56 AM

US mortgage rates have reached a peak not seen since early July, climbing to 6.97%. This rise has led to a significant drop in mortgage applications for home purchases, which fell by nearly 7%, and a staggering 23% decline in refinancing applications to a yearly low. The increase in rates is attributed to climbing Treasury yields and the Federal Reserve's projected slower pace of interest-rate cuts in 2025. Despite this, there are signs that potential buyers are becoming more accustomed to the elevated rate environment, as indicated by a slight increase in home purchase contract signings in November when rates were slightly lower.

Stock Forecasts

XHB

Negative

With mortgage rates at a six-month high, demand for new mortgages is likely to continue declining. This could lead to a slowdown in the housing market and negatively impact companies that rely heavily on mortgage financing and housing turnover.

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Positive

Conversely, companies involved in home improvement, which can benefit from homeowners staying put rather than buying new homes, may see an uptick in demand. This could boost sales for retailers in the home improvement sector.

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