Some Thoughts on The Dollar

May 8, 2024: Here are some of ways the changes in the value of the US dollar impacts mortgage interest rates: 

When the US dollar is strong, it can make US investments, including mortgage-backed securities, more attractive to foreign investors. This increased demand for US investments can lead to lower mortgage interest rates as lenders have access to cheaper capital.

 A stronger US dollar can also potentially lead to lower inflation rates. When inflation is low, it reduces the expectation of future price increases. As a result, lenders may offer lower mortgage interest rates to compensate for the lower inflation risk.

 The value of the US dollar can also be influenced by the monetary policy set by the Federal Reserve. If the Federal Reserve raises interest rates to combat inflation or strengthen the US dollar, it can indirectly impact mortgage interest rates. Higher interest rates set by the Federal Reserve can lead to higher borrowing costs for lenders, which can be passed on to borrowers in the form of higher mortgage interest rates.

The value of the US dollar is influenced by various global economic factors. For example, if there is instability in global markets or uncertainty about the global economy, investors may seek refuge in US assets, including US Treasury bonds. This increased demand for US Treasury bonds can lead to lower mortgage interest rates.