After a quarter-point reduction, policymakers see two more cuts by year-end. But view vary widely after that, and the White House will be free to reshape the central bank. ...

住房市场现状 - 新屋开工年率下降至130万套 远低于经济学家预期[2] - 建筑行业过去四个月出现裁员 加剧失业问题[3] - 美国住房短缺达到470万套的历史新高[8] 房价与收入对比 - 2025年房价中位数416,900美元与收入中位数83,150美元之比达5倍[4] - 1985年房价收入比为3.5倍（房价82,800美元 vs 收入23,620美元）[4] - 经通胀调整后 2024年房价较1965年上涨100%[6][13] 政策应对措施 - 财政部宣布将采取新措施解决住房成本问题[9] - 可能宣布国家住房紧急状态并推出首购补贴 首付援助 简化审批等政策[10] - 联邦土地可能用于新开发项目[10] 利率政策影响 - 美联储预计未来12个月进行4-5次降息[16] - 30年期抵押贷款利率可能从6.26%降至4.5%-5.5%区间[17][18] - 降息可能引发竞价战争并推高房价[19] 投资机会分析 - 建议关注头部建筑商：Lennar/LEN、PulteGroup/PHM、DR Horton/DHI等[12] - 住房科技股推荐：Zillow/Z、Opendoor/OPEN、Compass/COMP、Rocket Mortgage/RKT[12][21] - 政策干预可能引发近二十年来最强的住房繁荣[11] 市场供需矛盾 - 住房可负担性处于历史最低水平[7] - 供应量接近历史低点[7] - 年轻人无力购房 老年业主惜售 新建设跟不上需求[8]

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As recently as January of 2025, the average interest rate on a 30-year fixed mortgage hit 7.04%, per the Federal Reserve Bank of St. Louis. Nine months later, mortgage rates have continually dropped, with an interest rate now resting at 6.35%. In fact, ABC News recently reported a one-week drop in September from 6.5% to 6.35%, which was the single biggest one-week drop in 2025. Read Next: Florida Home Prices Are Dropping Rapidly: Should You Buy While Prices Are Low? Learn More: 10 Used Cars That Will Last ...

CANADA - 2025/04/22: In this photo illustration, the CleanSpark logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesCleanSpark stock (NASDAQ:CLSK) has seen a sharp rise, gaining over 40% in the past month. This surge comes after the company reported a 38% increase in bitcoins mined during August, driven by a significant boost in its operational hashrate, which reached 50 EH/s (Exahashes per secon ...

In a new essay, Minneapolis Fed President Neil Qashqari says he sees two more rate cuts coming from the central bank this year. Steve Leeman joins uh us now with Mr. . Qashqari.Hey, Steve. And hey, Neil. Good morning.Thank you, Joe. Let's bring in Mr. . Kashkari, president of the Minneapolis Fed.Neil, let's talk about your um essay this morning, which is fascinating. And I just want to ask you uh first about one of the things that you say in your piece, which is that you're concerned that there could be som ...

Key Takeaways The Fed cut rates by 25 bps and hinted at two more reductions this year.Lower borrowing costs are expected to lift consumer discretionary sectors.BYD, NCLH, RL, HAS and LOPE show strong earnings growth estimates and upgrades.Wall Street resumed its rally on Thursday, a day after the Federal Reserve announced a quarter percentage point rate cut. The Dow and the Nasdaq closed at fresh record highs, with investors regaining their confidence as they await more rate cuts this year.Inflation has eas ...

Minneapolis Federal Reserve President Neel Kashkari said Friday that he expects President Donald Trump's tariffs to expert minimum long-term pressure on inflation, leaving room for multiple interest rate reductions ahead.In a CNBC interview, the central banker detailed reasons why he would like the Fed to lower its benchmark borrowing level at each of the remaining two meetings this year in addition to the one the Federal Open Market Committee approved Wednesday. The three total cuts is one more than he had ...

The Fed is forecasting economic growth and falling unemployment, yet it is cutting interest rates—something usually seen in recessions. U.S. stocks hit a record high yesterday, and some Wall Street analysts are concerned that this all looks a bit frothy. The U.S. Federal Reserve’s “Summary of Economic Projections,” published this week, shows that the central bank believes the economy will grow through 2028. In June, their change in GDP estimate for 2025 was 1.4%. Now, it’s 1.6%. It’s even rosier for 202 ...

比特币价格波动 - 比特币小幅下跌 因交易员在加密货币达到一个月高点后获利了结[1] - 比特币最初下跌 因美联储主席鲍威尔指出降息路径比预期更为谨慎[1] - 比特币随后反转走高 因美联储仍指向进一步降息 这对风险资产有利[2] 美联储政策动向 - 美联储于周三恢复降息[1] - 降息政策整体被视为对风险资产的积极信号[2]