Updated
Updated · The New York Times · Aug 12
U.S. Homeowners Tap $47 Billion in Equity as Cash-Out Refinancing Jumps 18%
Updated
Updated · The New York Times · Aug 12

U.S. Homeowners Tap $47 Billion in Equity as Cash-Out Refinancing Jumps 18%

3 articles · Updated · The New York Times · Aug 12

Summary

  • $47 billion in home equity was withdrawn in the first quarter, up 2% from a year earlier, as cash-strapped homeowners leaned on housing wealth to cover expenses.
  • $22 billion came from cash-out refinancing, up 18% year over year, while second mortgages totaled $25 billion, up 1%, showing borrowers increasingly favoring ways to unlock equity without selling.
  • $35 trillion in total home equity and an average $310,500 per homeowner have built up partly because owners who locked in mortgage rates near 3% are reluctant to move.
  • At 6.69%, a 30-year mortgage still looks cheaper than double-digit credit-card rates, and lenders say the money is increasingly going to pay down credit-card and student-loan balances rather than discretionary spending.
  • The borrowing trend underscores how solid consumer spending is being supported by household balance-sheet strain even as debt loads rise and the labor market softens.

Insights

Could tapping into record home equity become a debt trap for consumers if the Fed unexpectedly hikes rates?
Will hidden job market weaknesses force the Federal Reserve to pivot before global energy shocks reignite inflation?
Are Middle East energy disruptions quietly setting the stage for a secondary inflation crisis despite a cooling economy?