BUZZ-降息预期升温,美国住宅建筑商业绩攀升11月21日 - ** 周五对利率敏感的住宅建筑商股价攀升,因降息希望增加
** 根据CME的FedWatch工具,美联储在12月举行的下次会议上降息25个基点的概率从周四的39%跃升至约75 (link)
** 标准普尔1500住宅建筑指数.SPCOMHOME上涨5.4%,创四个月来最大单日涨幅:其中,D.R. Horton DHI.N上涨6%,Lennar LEN.N上涨5%,Pultegroup PHM.N上涨5%。
** 在股市波动和纽约联储总裁约翰-威廉姆斯(John Williams)发表鸽派言论的影响下,美国10年期基准收益率US10YT=RR降至4.08%左右。
** 收益率下降有可能导致抵押贷款利率下降,从而使消费者更能负担得起住房,从而有利于住房建筑商
** PHLX住房指数.HGX周五上涨4
** 此外,家装零售商家得宝HD.N和劳氏LOW.N盘中分别上涨3%和2%,Builders FirstSourceBLDR.N上涨>5%。
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