Wednesday, December 1, 2010

Market commentary

The U.S. Treasury market is selling off sharply this morning on better than expected economic data and indications the ECB will step up efforts to bailout floundering EU economies.

In a precursor to Friday’s employment data, ADP released its report reflecting private job growth of 93,000 in November, while revising October by + 50,000. The news from the mortgage sector was not so good as the Mortgage Bankers Association reported mortgage applications fell 16.50%, driven mostly by a 21.6% drop in refinance activity.

It seems folks have been spoiled by mortgage rates at 4% or slightly lower, but keep in mind interest rates at 4.375% or 4.50% are not that bad, right!?

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