Market Monitor

Goldman Sachs Asset Management: Market Monitor

The Federal Reserve’s net asset purchases of mortgage-backed securities have ballooned to $400 billion in March, surpassing the monthly buying activity during the 2008 financial crisis. So far policy support has lowered mortgage rates to ~3.3%, prompting 97% of outstanding 30-year fixed rate mortgages to be eligible for refinancing. Though forbearance risk has increased, asset buying has been a powerful tool to alleviate debt loads on consumer balance sheets.

 

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