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Housing and Mortgage Market Update
Philadelphia Council for Business Economics
 
Philadelphia, PAMay 6, 2009
Frank E. NothaftChief Economist
 
Office of the Chief Economist
1
Housing Contraction Ongoing,Mortgage Defaults Rising
Housing activity low
Single-family construction is lowest since 1945
Sales are near bottom; about a third are foreclosure sales
U.S. house price measures will likely decline through 2010
Low mortgage rates promote loan demand
 
Less purchase-money because of lower house prices, fewer sales
Refis account for 75% of applications over past three months
FHA volume up sharply
Refi volume pushes 2009 originations above last year
Mortgage defaults rise
Unemployment main trigger event for delinquency
House price declines add to foreclosure risk
Serious delinquency rates likely to rise further in 2009
Coastal areas, Great Lakes region will be hit hardest
Office of the Chief Economist
2
Low Interest Rates and Falling Home PricesHave Increased Housing Affordability 
Source: National Association of Realtors Composite Housing Affordability Index – (% of medianpriced home affordable on median income with conventional mortgage and 20% down); FreddieMac Primary Mortgage Market Survey
 ® 
 
5080110140170
        1        9        7        1        1        9        7        3        1        9        7        5        1        9        7        7        1        9        7        9        1        9        8        1        1        9        8        3        1        9        8        5        1        9        8        7        1        9        8        9        1        9        9        1        1        9        9        3        1        9        9        5        1        9        9        7        1        9        9        9        2        0        0        1        2        0        0        3        2        0        0        5        2        0        0        7        2        0        0        9
4.07.511.014.518.0
Index
 
Percent
NAR AffordabilityIndex
(left scale)
30-year FixedMortgage Rate
(right scale)
Index = 100 meansmedian income buysmedian priced home
 
Office of the Chief Economist
3
Conventional and FHA Mortgage Rates HaveDropped 2% Since October
4.65.05.45.86.26.67.07.4
 J   an- 0  7  M ar  - 0  7  M a  y - 0  7   J   ul    - 0  7   S  e  p- 0  7   o- 0  7   J   an- 0   8  M ar  - 0   8  M a  y - 0   8   J   ul    - 0   8   S  e  p- 0   8   o- 0   8   J   an- 0   9  M ar  - 0   9  
Source: Mortgage Bankers Association (last data: week ending April 24, 2009)
Effective Interest Rates on 30-Year Fixed-Rate Mortgages (Percent)
 
FHAConventional
Office of the Chief Economist
4
Source: HSH Associates (last data: week ending April 17, 2009)Note: Effective rate adds fees and points to the interest rate.
Difference Between 30-Year Fixed Jumbo andConforming Rates Is at Record Levels
5.05.45.86.26.67.07.47.88.2
 J   an- 0  7   e b  - 0  7  M ar  - 0  7    pr  - 0  7  M a  y - 0  7   J   un- 0  7   J   ul    - 0  7   u  g- 0  7   S  e  p- 0  7   O c  t   - 0  7   o- 0  7   e c - 0  7   J   an- 0   8   e b  - 0   8  M ar  - 0   8    pr  - 0   8  M a  y - 0   8   J   un- 0   8   J   ul    - 0   8   u  g- 0   8   S  e  p- 0   8   O c  t   - 0   8   o- 0   8   e c - 0   8   J   an- 0   9   e b  - 0   9  M ar  - 0   9    pr  - 0   9  M a  y - 0   9  
7.07 %Effective Interest Rate on 30-Year Fixed-Rate Conventional Mortgages
(Percentage Points)
6.81%
7/20/0726 bps
6.45%5.03%
5/1/09143 bps
30-Year Conforming FRM30-Year Jumbo FRM
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