US Mortgage Rates Rise Alongside HSBC Index Target Upgrades and Russian Gas Revisions
Newsquawk ·
As of September 18, the US MBA 30-year mortgage rate climbed to 7.12 percent, compared to the previous reading of 6.97 percent. In European markets, HSBC revised its year-end 2026 price target for the Stoxx 600 index upward to 680 from 670, while lifting the FTSE 100 forecast to 11,390 from the prior 10,980 level. Meanwhile, Russia adjusted its energy outlook for 2026, reducing its natural gas production projection to 683.1bcm from 688.4bcm. Additionally, the country lowered its liquefied natural gas export forecast to 35 million tonnes from the earlier estimate of 40.3 million tonnes.
AI 시장 분석
The US 30-year mortgage rate rose from 6.97% to 7.12% last week, increasing pressure on the housing market. HSBC raised its year-end targets for the eurozone Stoxx 600 to 680 and the FTSE 100 to 11,390. Russia lowered its 2026 natural gas production forecast to 683.1bcm, raising concerns over supply constraints.
상승 영향
- Energy — Russia's downward revision of its 2026 natural gas production and LNG export forecasts is expected to cause price increases due to supply shortages, improving the profitability of related companies.
하락 영향
- Real Estate — The US 30-year mortgage rate rose to 7.12% from the previous week, increasing housing purchase costs and potentially dampening housing market sentiment.
DYAX 전담 분석
Rising mortgage rates lead to weakened housing affordability, exerting direct downward pressure on real estate and related consumer goods sectors. Conversely, HSBC's upward revision of European index targets signals positive momentum for specific global equity markets, while Russia's lowered gas production and LNG export forecasts act as upward price pressure due to energy supply shortages.
Key scenarios include housing and consumption contraction driven by further interest rate hikes, and increased volatility in energy prices caused by supply disruptions. Investors should closely monitor US mortgage rate trends, earnings improvement in European stock markets, and global gas supply and demand indicators.
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