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Rate Pulse Aug 27

Inflation print pushes the thirty-year to 6.73% before Friday's keynote

A tenth-of-a-point miss on headline PCE was enough to end the week's rally, and Bankrate's 30-year conventional sits at 6.73% with a new Fed Chair's first Jackson Hole address still ahead of it.

Thursday, August 27, 202610Y Treasury 4.64%
30Y fixed
6.73%
0bps today
15Y fixed
6.07%
7d +1bps
5/1 ARM
6.30%
30d 0bps
Now

Wednesday's PCE report did the damage, and it did it on the headline rather than the core. The Bureau of Economic Analysis put the headline index up 0.2% monthly and 3.7% annually, a tenth above forecast on both lines, while core landed on target at 0.2% and 3.3% — though the unrounded core figure was 0.246%, and Mortgage News Daily's read was that a number that nearly rounds up is not the reassurance a positioned market wanted. Ten-year yields had been near Tuesday's lows going into the 8:30 release and closed at 4.665% after repeatedly failing to break a 4.67% ceiling; the UMBS 30-year 5.5 coupon shed 0.13 to 99.41. Roughly three dollars of crude between 5am and noon Eastern added to it. Bankrate's 30-year conventional is 6.73% this morning against 6.70% yesterday, three basis points cheaper. This morning's jobless claims did not help the dovish case either — 203,000 for the week ending August 22 against 207,000 prior, a labor market that is still not cracking.

Next

The calendar from here is front-loaded and then goes quiet. The Jackson Hole symposium opened today and runs through Saturday, with Chair Kevin Warsh's first keynote as Chair on Friday morning against a program themed on financial innovation in payments and policy. That speech is the single largest scheduled risk on this tape, and it is a genuine unknown — there is no prior Jackson Hole address from this Chair to calibrate against. Boston Fed President Susan Collins gave the hawkish frame on Tuesday, saying rates will need to rise soon absent a continued decline in inflation. After Friday, the data thins out: the 10-year series updates Monday, weekly claims return September 3, and the next real event is the September 4 employment report. The next FOMC is September 15-16 and it carries a Summary of Economic Projections, so Friday's tone is the only read on that dot plot the market gets for two and a half weeks. The next PCE report is not until September 30.

Range

Against its own recent history, today is unremarkable and that is the point. The 30-day Bankrate band is 6.67% to 6.82% with an average of 6.74%, so 6.73% sits a hair under its own monthly average — dead center. Widen to 90 days and the band is 6.47% to 6.82% against an average of 6.65%, which puts today 26 basis points above the quarter's best print and only 9 below its worst. Rates are two basis points lower than a week ago and seven higher than a month ago; the honest description is stable in the high 6.7s, not trending in either direction. The MBA's own survey read 6.78% for the week ending August 21, a three-week high, and its application composite fell 1% with refinances down 2%. Nothing in the last month has opened a new refi cohort, and nothing this week has closed one either.

Do

The segment that matters today is the note above 7.25%, because that math works at 6.73% and has worked all quarter without needing a rally to justify it — roughly $139 a month on a $400,000 balance, $104 on $300,000, $174 on $500,000. Those borrowers do not need a better rate, they need a phone call. The second list is in-flight files with locks expiring inside 30 days, where the calculus is simpler: a new Chair's first Jackson Hole keynote is a two-sided risk with no historical read, and there is no float case that survives it. Do this today: lock every in-flight file with a lock expiring within 30 days before Friday's 10am keynote, and call your 7.25%-and-up list while the payment gap is still worth their time.

Paste-ready talking points

  • Today's payment on a $400,000 mortgage runs about $2,589 a month, principal and interest.
  • If your current rate starts with a 7, you are roughly $139 a month above today's number on a $400,000 balance.
  • On a $300,000 loan that gap is about $104 a month; on $500,000 it is closer to $174.
  • Rates have held in a narrow range all month, so this is a decision you can make calmly rather than chase.
  • Reply RATE and I will run your actual numbers and send back a one-page payment breakdown.

Sample client message

Borrowers carrying a rate above 7.25%
SubjectQuick payment check for {client}

Hi {client}, quick note while I was going through my files this week. Rates have been steady in a fairly tight range for the past month, and on a $400,000 loan today's payment works out to roughly $2,589 a month for principal and interest. If the rate on your current mortgage starts with a 7, you are paying somewhere around $139 more than that every month, which is about $1,670 a year. That gap has been sitting there for a while now, so there is no rush and no pressure from me. I would just rather you know the number than not. If you want, send me your current rate and balance and I will run the real math on your file and tell you honestly whether it is worth doing. If it is not, I will say so. Reply here whenever it is convenient.