Cov neeg nyob hauv tsev xav tau 'cratered' raws li cov nqi tsev qiv nyiaj nce siab, tus kws tshuaj ntsuam hais tias

Hneev ob npaug downgraded PulteGroup Inc.
PHM,
+ 2.46%,
KB Tsev
KWB,
+ 3.25%
thiab MDC Holdings Inc.
MDC,
+ 2.33%,
txav nws qhov kev ntaus nqi qis dua ob qhov kev ua lag luam los ntawm kev yuav khoom muaj zog, thiab txiav nws qhov kev ntaus nqi ntawm Lennar Corp.
LENG,
+ 2.87%
thiab Toll Brothers Inc.
TOL,
+ 3.67%
los ntawm ib tug thais rau kev ua lag luam ua los ntawm outperform.

Nws tseem muaj kev txhawb siab rau DR Horton Inc.
DHI,
+ 3.89%,
tab sis tsawg dua ua ntej, raws li nws downgraded cov Tshuag kom outperform los ntawm muaj zog yuav.

Horne tau sau tias "Begrudgingly, peb tab tom rub tawm ntawm cov neeg tsim tsev tom qab qhov tsis txaus ntseeg [2 feem pua] nce hauv 30-xyoo tus nqi qiv nyiaj hauv 2.5 lub hlis dhau los," Horne sau. "Tsis xav tsis thoob, ntau cov lus piav qhia thiab cov cim qhia ... lees paub tias qhov tsis ntev los no parabolic nce siab nyob rau hauv cov nqi tau ua rau qhov kev xav tau vaj tse seem tseem nyob hauv khw lub caij ntuj sov no."

Tsis nco: Cov nqi tsev qiv nyiaj tau nce mus rau qib siab tshaj txij li lub Plaub Hlis 2002. 'Ob peb lub hlis tom ntej no yuav tsis muaj tseeb yog qhov tseem ceeb rau kev lag luam thiab kev lag luam vaj tsev.'

Kuj nyeem: Asmeskas vaj tse pib thim rov qab rau lub Cuaj Hli, ua rau Asmeskas kev loj hlob poob qis.

Lub iShares US Home Construction pauv pauv nyiaj
IB,
+ 3.07%
tau poob 12.9% hauv peb lub hlis dhau los thiab poob 36.9% xyoo dhau los. Hauv kev sib piv, S&P 500 index
SPX,
+ 2.37%
tau poob 6.2% hauv peb lub hlis dhau los thiab poob 21.3% xyoo no.

Horne tau hais tias nrog qhov nruab nrab cov nqi tsev qiv nyiaj tam sim no sab qaum teb ntawm 7%, yuav luag txhua qhov kev ntsuas kev them nqi vaj tsev uas nws taug qab tam sim no nyob rau hauv "tsis tau muaj dua" thaj chaw. Thiab nrog Tsoom Fwv Teb Chaws Reserve qhia tias cov paj laum ntau dua tuaj raws li kev nce nqi tseem nyob ruaj khov, cov nqi tsev yuav zoo li siab.

nyeem ntxiv: Fed OKs lwm tus paj laum loj heev - thiab nws tsis yog yuav tsum nres.

"Yog li ntawd, cov tsev nyob thiab cov neeg tsim vaj tsev yuav tsum tam sim no khi rau Fed-kev lees paub nyuaj tsaws (koj yeej, Jerome), nrog rau kev nqus qis qis thiab qis qis rau cov nqi tsev tshiab," Horne hais. "Txawm hais tias peb tseem ntseeg siab tias tsev neeg ib leeg nyob hauv Asmeskas tseem tsis txaus, peb qhov kev paub tseem qhia peb tias cov khoom tsim vaj tsev yuav raug teeb meem kom ua tau zoo dua yog tias cov nqi tsev tseem nyob hauv siab." ("Jerome" yog hais txog Fed Thawj Tswj Hwm Jerome Powell.)