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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: US Edition

Bloomberg Daybreak: US Edition
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Craig Trudell
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Erica Adelberg
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我发现抵押贷款利率是影响购房者决定的最重要因素，甚至比房屋价格更重要。这是因为抵押贷款的杠杆作用，即使利率小幅上涨，月供也会大幅增加。 关税导致的通货膨胀可能会让美联储保持更长时间的观望态度，从而导致长期国债利率和抵押贷款利率居高不下。即使美联储能够在短期内降低利率，但长期通胀预期可能会使长期国债利率和抵押贷款利率保持高位。 美联储此前曾通过直接购买抵押贷款来影响抵押贷款利率，但目前他们表示不打算这样做。 3月份的房屋销售数据显示，由于抵押贷款利率上升和通胀担忧，销售额可能下降。尽管购房贷款申请指数有所上升，但待售房屋数量下降，这表明市场可能面临供应限制。 房屋建筑商的信心指数有所上升，这可能是因为3月份利率小幅下降，但他们仍然担心关税会提高建房成本。

Deep Dive

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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