Updated
Updated · HousingWire · Aug 2
U.S. Pending Home Sales Rise to 69,109 as 6.83% Mortgage Rates Test Housing Demand
Updated
Updated · HousingWire · Aug 2

U.S. Pending Home Sales Rise to 69,109 as 6.83% Mortgage Rates Test Housing Demand

3 articles · Updated · HousingWire · Aug 2

Summary

  • Weekly pending home sales reached 69,109 last week, up from 68,413 a year earlier, extending year-over-year growth even as demand has softened with mortgage rates above 6.64%.
  • Mortgage spreads near 2% have kept rates at 6.83% instead of pushing them above 7%, cushioning the market despite a 4.74% 10-year Treasury yield, a hawkish Fed and Iran-driven oil and inflation pressure.
  • Other demand gauges also stayed positive but weakened: total pending sales rose to 396,572 from 386,561, while purchase applications fell 4% week over week and were up just 3% from a year earlier.
  • Affordability has also improved because wages have outpaced home-price growth, which has held around 1%-2%, helping offset higher borrowing costs.
  • Inventory rose to 872,932 from 865,233 in the latest week, and the outlook now hinges on jobs data, Fed speeches and whether the Iran conflict keeps rates elevated.

Insights

With the Fed trapped by trillions in low-yield mortgages, could escalating global conflicts trigger an unprecedented freeze in U.S. homebuying?
Wage growth is finally beating home prices, but is this a true affordability recovery or just a temporary illusion before inventory spikes?
If mortgage spreads are artificially keeping rates below seven percent, what happens to the housing market when this fragile buffer collapses?