f*d
5 楼
过去20年,美国三个加息,房价都涨,是不是因为加息后,美元回流,推高国内资产
x*y
8 楼
Most retail investors, especially homeowners, focus on changing mortgage
rates because they have a direct influence on real estate prices. However,
interest rates also affect the availability of capital and the demand for
investment. These capital flows influence the supply and demand for property
and, as a result, they affect property prices. In addition, interest rates
also affect returns on substitute investments, and prices change to stay in
line with the inherent risk in real estate investments. These changes in
required rates of return for real estate also vary during destabilization
periods in the credit markets. As investors foresee increased variability in
future rates or increase in risk, risk premiums widen, putting increased
downward pressure on property prices.
rates because they have a direct influence on real estate prices. However,
interest rates also affect the availability of capital and the demand for
investment. These capital flows influence the supply and demand for property
and, as a result, they affect property prices. In addition, interest rates
also affect returns on substitute investments, and prices change to stay in
line with the inherent risk in real estate investments. These changes in
required rates of return for real estate also vary during destabilization
periods in the credit markets. As investors foresee increased variability in
future rates or increase in risk, risk premiums widen, putting increased
downward pressure on property prices.
s*o
9 楼
加息不一定美元就升值(最近没有仔细比较过),美元强弱要更加复杂,去年美元出乎
意料的走强,跟欧洲QE,做空欧元美债上涨有关,我认为这只是一轮trade,这轮行情
显然已经结束了
具体的我也不清楚,这里有内行的请出来讲讲。总之,加息以后美元会不会继续升值还
是个问号
另外,加息只是短期利率,长期利率比如mortgage loan是由市场决定的
【在 a****o 的大作中提到】
: 美联储加息是因为经济数据好/发展好。房价涨的实际原因是经济发展快/热。加息不是
: 房价涨的原因。如果不加息,房价会涨得更猛烈一些。
: 加息后,美元升值,美元计价的资产应该是“贬值”,至少股票是这样,同样的道理,
: 美国国内资产也应该是“贬值”。
意料的走强,跟欧洲QE,做空欧元美债上涨有关,我认为这只是一轮trade,这轮行情
显然已经结束了
具体的我也不清楚,这里有内行的请出来讲讲。总之,加息以后美元会不会继续升值还
是个问号
另外,加息只是短期利率,长期利率比如mortgage loan是由市场决定的
【在 a****o 的大作中提到】
: 美联储加息是因为经济数据好/发展好。房价涨的实际原因是经济发展快/热。加息不是
: 房价涨的原因。如果不加息,房价会涨得更猛烈一些。
: 加息后,美元升值,美元计价的资产应该是“贬值”,至少股票是这样,同样的道理,
: 美国国内资产也应该是“贬值”。
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