7月30日 - ** 美联储主席鲍威尔称尚未决定降息后,美国住宅建筑商股价周三下滑 (link)
** 市场目前认为美联储将在 9 月举行的下次会议上降息的可能性降至 50%以下,因为基准美国 10 年期收益率 US10YT=RR 继续上升 US/。
** 收益率上升有可能导致抵押贷款利率上升,从而降低消费者的购房能力,对住宅建筑商产生负面影响。
** PHLX住房指数.HGX盘中跌幅大于2
** HGX跌幅最大的公司包括LGI Homes LGIH.O 5%, DR Horton DHI.N >2%,Lennar LEN.N 近3%,Pultegroup PHM.N >3%。
** 在标普500指数.SPX中,建筑产品制造商Builders FirstSourceBLDR.N下跌5%, 家装零售商家得宝HD.N和劳氏LOW.N均下跌近2%。
** 随着周三的走势,HGX 累计下跌约 2%,而 SPX 上涨 8
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