美国房屋价格在12月加速到新纪录高（再次坦帕除外！）

美国房屋价格在12月加速到新纪录高（再次坦帕除外！）
US Home Prices Accelerated To New Record High In December (Except Tampa Again!)

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

For the second straight month, US home prices accelerated YoY in December (according to the latest data from S&P Global's Case-Shiller Index). 20个城市的综合价格上涨0.5％的妈妈（比预期快，自6月以来的最大增长）和连续第三个月的妈妈加速...来源：彭博社，但是，坦帕的价格继续下跌..实际上，坦帕价格自2023年9月以来的最低水平...可以说是（滞后）在此期间下降的抵押贷款率（对高度平滑且滞后的案例Shiller系列的短期为正短期），但是很明显，事实，不要很好地结束...来源：彭博社，但是，房屋价格赞赏似乎确实与美联储的银行储备（6mo滞后）紧密地跟踪...资料来源：彭博社，100bps的费率切割促使家中促进了重新加速价格...来源：彭博打得很好！

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原文

For the second straight month, US home prices accelerated YoY in December (according to the latest data from S&P Global's Case-Shiller Index). The 20-City Composite saw prices jump 0.5% MoM (faster than expected and the biggest jump since June) and accelerating MoM for the 3rd straight month...

Source: Bloomberg

But, Tampa prices continue to tumble..

In fact, Tampa prices are at their lowest since Sept 2023...

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

Source: Bloomberg

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

Source: Bloomberg

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

Source: Bloomberg

Well played Fed!!

美国房屋价格在12月加速到新纪录高（再次坦帕除外！） US Home Prices Accelerated To New Record High In December (Except Tampa Again!)

美国房屋价格在12月加速到新纪录高（再次坦帕除外！）
US Home Prices Accelerated To New Record High In December (Except Tampa Again!)