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    • UBS Investment Bank

UBS Investment Bank Newsletter
  • US Mortgage Rates Fall After Trump’s $200 Billion Mortgage Bonds Push, Driving Up Housing Stocks 09 Jan 2026 22:36 GMT

    … buy loans from lenders and sell them as bundled mortgage-backed securities … bps to 50 bps decline. UBS analysts predict that a $200 … in response to the news. Real estate ecommerce company Opendoor Technologies (OPEN …

  • How Trump’s $200 billion mortgage bond-buying move could reshape housing market and what it means for mortgage rates 09 Jan 2026 21:31 GMT

    … profiles, and demand for mortgage-backed securities. By … fixed income strategy at UBS Global Wealth Management, “ … Joel Berner, senior economist at Realtor.com, pointed out that, … demand for mortgage-backed securities and narrowing mortgage spreads. How …

  • How Trump's bond-buying plan could influence mortgage rates 09 Jan 2026 17:13 GMT

    … and 30-year mortgage rates. Historically, mortgage rates are … , and demand for mortgage-backed securities, help determine … -all,” Leslie Falconio, UBS Global Wealth Management’s … mortgage strategist at BOK Financial. Joel Berner, senior economist at Realtor

  • Lenders & Homebuilders Jump After Trump Unveils QE-Style $200B Mortgage Bond Buying Plan To Unfreeze Housing Market 09 Jan 2026 01:36 GMT

    … a positive tailwind for mortgage originators, realtors, and adjacent real estate services that have … it comes to fruition." UBS analyst John Lovallo noted that … trading." Premarket stock reaction: LoanDepot jumped about 17%, while Rocket …

  • JPMorgan Chase & Co. (NYSE:JPM) Q4 2025 Earnings Call Transcript 14 Jan 2026 13:02 GMT

    … comes from Erika Najarian with UBS. Your line is open. … health care in place. Inflation. Real estate’s a very small number … of, what happened in the mortgage market. So you know, maybe … a moderately optimistic outlook for loan growth in terms of traditional …

  • Mapping Global Real Estate Bubble Risk In 2025 28 Nov 2025 13:12 GMT

    … last few years, with high mortgage rates and unaffordable prices affecting … UBS Global Real Estate Bubble Index 2025. Where Housing Markets Look Most Overheated UBS’ Real Estate … -rent ratios, and trends in mortgage lending and construction activity. Cities …

  • Mapped: Global Real Estate Bubble Risk in 2025 27 Nov 2025 14:29 GMT

    … last few years, with high mortgage rates and unaffordable prices affecting … UBS Global Real Estate Bubble Index 2025. Where Housing Markets Look Most Overheated UBS’ Real Estate … -rent ratios, and trends in mortgage lending and construction activity. Cities …

  • Housing crisis sparks debate over 50-year mortgages 15 Dec 2025 21:51 GMT

    … . Steelman is a real estate agent with Iowa Realty Co. and first … to a 30-year loan. Like the UBS Bank analysis, Hartwig … .” Erika Hansen, real estate agent, Re/Max Real Estate Center: “My … fear with a 50-year mortgage is …

  • Luxury real estate market projected to exceed $330B by 2030 15 Nov 2025 04:42 GMT

    … equities and into real estate, the report said. Realtor.com data shows … Massive wealth transfer The UBS Global Wealth Report 2024 estimates … in their 40s. “Luxury real estate is in many ways the … owners locked into sub-4% mortgage rates during the pandemic — …

  • UBS Sees Moderate Bubble Risk in Swiss Real Estate Market 12 Nov 2025 17:10 GMT

    … household incomes and rents. Mortgage lending has also increased … a year ago, UBS reported. UBS analysts expect a … near term, according to UBS real estate experts. There are, however … and Nidwalden. (Graphic: UBS) UBS calculates the index using variables …

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