美国新屋销售额1月份暴跌13年来最大值

美国新屋销售额1月份暴跌13年来最大值
US New Home Sales Collapse By Most In 13 Years In January

原始链接: https://www.zerohedge.com/personal-finance/us-new-home-sales-collapse-most-13-years-january

尽管抵押贷款利率下降，分析师预计12月份新房销售额的降幅将在1月份加速……而且确实加速了……环比大幅下跌17.6%（预期环比下跌2.7%）——自2013年7月以来环比跌幅最大。这一巨大的环比降幅使销售额同比下降11.3%——三年来的最快降幅……来源：彭博社大幅降幅使新房销售经季节性调整后的年化销售率降至自2022年以来的最低水平，与现有和待定销售额持平。库存增加（1月份待售房屋环比增加0.4%至47.6万套），价格下降（中位数同比下降6.8%至40万美元——为2024年以来最低水平）。 ……请记住，这些交易是在1月份签订的——这意味着这与抵押贷款无关（一些人认为与天气有关——东北地区销售额环比下降44.7%，中西部地区环比下降33.9%，但规模巨大）。当然，未来可能会变得更加黯淡，因为自伊朗战争爆发以来，抵押贷款利率已经飙升……对“可负担性”的帮助到此为止。看来房屋建筑商很快就需要“激励”更多了。

Despite falling mortgage rates, analysts expected December's drop in new home sales to accelerate in January... and accelerate they did... crashing a stunning 17.6% MoM (-2.7% MoM exp) - the biggest MoM drop since July 2013.

This huge MoM drop dragged sales down 11.3% YoY - the worst slide in three years...

Source: Bloomberg

This huge drop dragged the new home sales SAAR down to its lowest since 2022, catching down to existing and pending sales...

Inventories are up (Houses for sale in Jan. rose 0.4% m/m to 476,000), prices are down (Median down 6.8% YoY at $400k - lowest since 2024)...

...and remember these deals were signed in January - meaning this is not mortgage related (some suggesting weather impact - Northeast sales down 44.7% MoM, MidWest -33.9% MoM, but the scale is immense).

Of course, the future could get pretty dark as mortgage rates have surged since the war in Iran began...

...so much for helping 'affordability'. Looks like homebuilders are going to be 'incentivizing' a lot more soon.

美国新屋销售额1月份暴跌13年来最大值 US New Home Sales Collapse By Most In 13 Years In January

美国新屋销售额1月份暴跌13年来最大值
US New Home Sales Collapse By Most In 13 Years In January