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U.S. 30-Year Mortgage Rate Jumps to 6.38% as Iran War Lifts Yields

Oil-driven inflation fears are pushing up the Treasury yields that guide mortgage pricing.

Overview

  • Freddie Mac, which reported Thursday’s jump to 6.38%, said the average 30-year fixed rate rose for a fourth straight week to its highest level in more than six months.
  • The increase tracks a rise in the 10-year Treasury yield to about 4.38%–4.39% as oil prices moved back above $100 a barrel, a combination that raises lenders’ costs and feeds directly into mortgage quotes.
  • Borrowing cooled as the Mortgage Bankers Association said total applications fell 10.5% last week and refinance activity dropped 15%, signaling a softer start to the spring buying season.
  • With scant listings and past price run-ups, buyers face tighter budgets, and on a $450,000 home with 20% down today’s rate adds about $1,120 per year versus a month ago.
  • The Federal Reserve held rates on March 18 and projected one cut this year, though several economists warn wartime energy costs could keep inflation elevated and delay that plan.