Mortgage rates could continue to drop even if Treasury yields remain stable, as they are currently significantly higher than historic levels. Banks have reduced their presence in the mortgage market, leading to less competition on rates.
Key Points
Mortgage rates are more than 2.6 percentage points higher than the 10-year Treasury yield
Banks have reduced their presence in the mortgage market
Mortgage spreads unlikely to remain high indefinitely
Pros
Potential for further drop in mortgage rates
Historically high spread between mortgage rates and Treasury yields