美国房屋价格上涨到新的纪录高（坦帕除外）

美国房屋价格上涨到新的纪录高（坦帕除外）
US Home Prices Surge To New Record High (Except In Tampa)

原始链接: https://www.zerohedge.com/personal-finance/us-home-prices-surge-new-record-high-except-tampa

US home prices in America's 20 largest cities rose 0.41% MoM in November (far better than the 0.3% MoM expected) according to the latest data from S&P CoreLogic's Case-Shiller Index. 自2024年3月以来，价格上涨了4.33％（从10月份的4.23％高达4.23％），这是Yoy价格上涨的第一个加速，彭博社上的100bps税率切割促使房价重新加速...资料来源...来源...可以说，在此期间（滞后）抵押贷款率上升，自从（即高度平滑且滞后的案例Shiller系列的短期）起就下降了，但是很明显，情况并没有很好地结束...来源：彭博·坦帕（Bloomberg Tampa）脱颖而出。同样，唯一的价格下跌了……实际上，坦帕（Tampa）价格自2023年10月以来最低...但是，与美联储（6mo Lag）的银行储备相关的房屋价格赞赏似乎非常紧密地跟踪...资料来源：彭博社表明，房屋价格欣赏的步伐将放缓，从这里进一步放缓。

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原文

US home prices in America's 20 largest cities rose 0.41% MoM in November (far better than the 0.3% MoM expected) according to the latest data from S&P CoreLogic's Case-Shiller Index. That leaves prices up 4.33% YoY (up from 4.23% YoY in October) and the first acceleration in YoY price gains since March 2024

Source: Bloomberg

So 100bps of rate-cuts prompted a re-acceleration in home prices...

Source: Bloomberg

Arguably, (lagged) mortgage rates increased during that period, and dipped since (positive short-term for the highly smoothed and lagged Case Shiller series), but as is clear, things do not end well...

Source: Bloomberg

Tampa stands out with the only price drop on a YoY basis...

In fact Tampa prices are at their lowest since Oct 2023...

However, home price appreciation does seem to track very closely with bank reserves at The Fed (6mo lag)...

Source: Bloomberg

Which suggests the pace of home price appreciation is set to slow further from here.

美国房屋价格上涨到新的纪录高（坦帕除外） US Home Prices Surge To New Record High (Except In Tampa)

美国房屋价格上涨到新的纪录高（坦帕除外）
US Home Prices Surge To New Record High (Except In Tampa)