Big Picture

BIG PICTURE: A Refinance Plan To Save Housing, And Consumers

Posted by Pat Sullivan on October 05, 2010
Big Picture, Dow Jones Newswires Column / 1 Comment
By Kathleen Madigan
A DOW JONES NEWSWIRES COLUMN

NEW YORK (Dow Jones)–The problems surrounding housing are like boorish dinner guests that won’t leave. The federal government has tried several times over the past three years to fix these troubles, but they’re hanging around–dragging down the economy.

Now some economists are floating an idea to give housing troubles the boot: blanket mortgage refinancings.

Glenn Hubbard, the dean of the Columbia Business School, and his and senior vice dean, Christopher Mayer, are promoting a plan to direct all public and quasi-public agencies that guarantee mortgages to streamline the refinance process so that all homeowners can take advantage of today’s near record-low rates.

Their idea is simple: the agencies would direct loan servicers–the middlemen who oversee loan payments–to send a short application to eligible borrowers to refinance at the prevailing rate (now about 4.38% for a 30-year fixed loan).

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BIG PICTURE: Businesses Test Waters With Hidden Price Rises

By KATHLEEN MADIGAN
A DOW JONES NEWSWIRES COLUMN

NEW YORK — As indicated by the May consumer price index, inflation remains the no-show of this recovery.

The top-line CPI has fallen for two months in a row, dragged down by falling energy prices. Even excluding food and energy, the core CPI has risen just 0.9% over the past year.

Underneath the quiet surface, however, are signs of “stealth inflation.” Companies and industries are trying to slip in price increases without appearing to be hiking prices.

It’s a way to pump up revenues at a time when demand growth remains modest. The incidents should become more numerous when the recovery becomes more durable and businesses test the waters when it comes to raising prices.

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