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Journal of Financial and Quantitative Analysis Vol. 59 No. 5 2024

Refinancing Inequality During the COVID-19 Pandemic

Sumit Agarwal1; Souphala Chomsisengphet2; Hua Kiefer3; Leonard C. Kiefer4; Paolina C. Medina5

1 National University of Singapore · 2 Office of the Comptroller of the Currency · 3 Federal Deposit Insurance Corporation · 4 Freddie Mac (United States) · 5 University of Houston

Abstract

During the first half of 2020, the difference in savings from mortgage refinancing between high- and low-income borrowers was 10 times higher than before. This was the result of two factors: high-income borrowers increased their refinancing activity more than otherwise comparable low-income borrowers and, conditional on refinancing, they captured slightly larger improvements in interest rates. Refinancing inequality increases with the severity of the COVID-19 pandemic and is characterized by an underrepresentation of low-income borrowers in the pool of applications. We estimate a difference of $5 billion in savings between the top income quintile and the rest of the market.

DOI
10.1017/s0022109023001059
Volume
59
Issue
5
Pages
2133-2163
Language
en
Sources
bibtex:phds-export.bib crossref openalex

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