楼市终于失去动力了吗?
家居装修零售巨头 Lowe's (LOW) 本周早些时候发布了令人失望的销售前景。房屋建筑商 Lennar (LEN) 报告的结果未达到预期。该公司提到了供应链问题和更高的木材成本。
但在你开始从你住的可以说价格过高的房屋的屋顶上喊出房地产泡沫正在破裂之前,请考虑一下:政府周四上午报告说,11 月份的房屋开工和建筑许可均比 10 月份的水平增长超过预期。
据我的 CNN Business 同事 Paul R. La Monica 称,这表明消费者仍然希望购买新房并实现众所周知的郊区美国梦,尤其是因为 Covid-19 仍然是一个主要问题。
“需求显然不是问题,最近销售、[抵押]申请和房屋建筑商情绪的增长证明了这一点,”杰富瑞经济学家说。 “如果有的话,Omicron 应该通过证明大流行远未结束来巩固住房需求。”
The housing market
Is the housing market finally losing steam?
Home improvement retail giant Lowe's (LOW) issued a disappointing sales outlook earlier this week. And home builder Lennar (LEN) reported results that missed forecasts. The company cited supply chain issues and higher lumber costs.
But before you start shouting from the rooftops of the arguably overpriced home you live in that the housing bubble is bursting, consider this: The government reported Thursday morning that housing starts and building permits in November both rose more than expected from October levels.
According to my CNN Business colleague Paul R. La Monica, that suggests consumers still want to buy new houses and live the proverbial suburban American dream, especially since Covid-19 is still a major concern.
"Demand is obviously not a problem, as evidenced by the recent increases in sales, [mortgage] applications and homebuilder sentiment," said Jefferies economists. "If anything, Omicron should cement housing demand, by demonstrating that the pandemic is far from being over."