Wednesday, October 10, 2012

Mortgage Applications, Week of October 5th



TRADEX GLOBAL INTERNAL COMMENTARY

Mortgage applications fell last week, but “new purchases” rose to the highest levels since June.  Mortgage refinancing applications fell 2%, while applications for home purchases rose 2.4%.  Despite the decline in refinancing, we believe that the level of prepayments will stay elevated for another quarter and will taper off near year end.  30-year mortgage rates were at 3.56%, slightly higher than 3.53% the week before.  The MBA survey covers 75% of US residential mortgage applications.  I think that this report has some noise to it, but it is a slight positive that “new home” purchase applications is rising.  Keep nimble – Michael Beattie

EXTERNAL RESEARCH COMMENTARY

Applications for home mortgages fell last week as demand for refinancing eased slightly but purchase applications rose to their highest levels since June, an industry group said on Wednesday. The Mortgage Bankers Association said its seasonally adjusted index of mortgage application activity, which includes both refinancing and home purchase demand, fell 1.2 percent in the week ended on October 5, 2012. The MBA's seasonally adjusted index of refinancing applications fell 2 percent, while the gauge of loan requests for home purchases, a leading indicator of home sales, rose 2.4 percent. Despite the decline of refinance applications, their volume is still near three-year highs, Mike Fratantoni, MBA's vice president of research and economics, said in a statement. Fixed 30-year mortgage rates averaged 3.56 percent in the week, up 3 basis points from 3.53 percent the week before. Still, they remained near their lowest levels in the wake of the Federal Reserve's latest aggressive program to boost the economy. In a program known as quantitative easing, or QE3, the Fed said in September that it will buy $40 billion in mortgage-backed securities a month until the job market improves. The survey covers over 75 percent of U.S. retail residential mortgage applications, according to MBA.

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