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cover of episode Daybreak Weekend: Tesla Results, Europe Earnings, China Tariff Reaction

Daybreak Weekend: Tesla Results, Europe Earnings, China Tariff Reaction

2025/4/18
logo of podcast Bloomberg Daybreak: Asia Edition

Bloomberg Daybreak: Asia Edition
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C
Craig Trudell
E
Erica Adelberg
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我观察到抵押贷款利率是当前购房者决策的首要因素，即使是细微的利率变化也会显著影响月供。历史数据和当前趋势都支持这一观点。关税引发的通货膨胀可能会导致美联储在更长时间内维持利率不变，从而推高抵押贷款利率，对购房者和房地产市场造成负面影响。我们注意到，3月房屋销售预期与2月相比大幅下降，这可能与抵押贷款利率上升以及对通货膨胀加剧的担忧有关。尽管如此，我们也观察到MBA购房指数上升，表明购房需求依然存在。但与此同时，待售房屋数量的增加可能受到限制，因为待售房屋数量同比下降，这可能与抵押贷款利率上升有关。此外，房屋建筑商的信心指数虽然略有上升，但仍远低于50，表明悲观情绪仍然占主导地位。他们预计关税会增加每套房屋的建造成本，这将进一步影响房屋销售。

Deep Dive

Chapters
Rising mortgage rates, driven partly by concerns over tariff-induced inflation, are impacting the housing market. While some positive signs exist, like an increase in the MBA purchase index, pending home sales are down, and builders are concerned about tariff-related price increases.
  • Mortgage rates are the biggest factor in homebuying decisions.
  • Tariff-driven inflation could keep the Fed on hold, impacting mortgage rates.
  • Home builders estimate tariffs will increase new construction costs by $11,000 per home.

Shownotes Transcript

Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week.

  • In the US – a look ahead to home sales data and Tesla earnings.
  • In the UK – a look ahead to how companies across Europe and beyond are preparing to share their latest financial performances with the market.
  • In Asia – a look ahead to how some Chinese companies are looking to skirt U.S President Donald Trump’s tariffs.

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