BUZZ-就业报告井喷推动收益率走高,美国住宅建筑商下跌

Reuters
05 Oct 2024

((自动化翻译由路透提供,请见免责声明 ))

10月4日 - ** 利率敏感型住宅建筑商股周五下跌,因 9 月就业报告 (link) 超预期,推高收益率

** 由于强劲的报告进一步降低了美联储在今年剩余的两次会议上大幅降息的可能性,基准美国10年期国债收益率 创下两年新高,最新报3.965%

** 利率上升导致抵押贷款利率上升,可能损害住宅建筑商的利益

** PHLX住房指数 周五下跌1.7%:最大跌幅包括LGI Homes 4%、DR Horton 3.5%、Lennar 3.4%、Toll Brothers 3%、Pultegroup 3

** 在标普500指数 中,建筑产品制造商Builders FirstSource 下跌2.8%,家装零售商家得宝劳氏 均下跌约1%。

** 抵押贷款银行家协会首席经济学家 Mike Frantantoni 评论说, (link),周五强于预期的就业报告可能会减缓预期的降息步伐。

** MBA预测,包括抵押贷款利率在内的长期利率在明年将保持在相对较窄的范围内。他写道:"这一消息将把抵押贷款利率推向这一区间的顶端,但我们预计抵押贷款利率在未来 12 个月内将保持在 6% 附近。

** 随着周五的走势,HGX 指数今年以来仍上涨约 21

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