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[买自住房] Fed Raises Rates By【75bps】Largest Increase Since 1994

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本帖最后由 s666999s 于 2022-6-15 11:58 编辑

周期,它来了。。。
还有人质疑房价不会跌吗??
鼓吹房价不会跌的agents,摸摸你的脸。。


Fed Raises Rates By 0.75 Percentage Point, Largest Increase Since 1994
Officials signaled a much more aggressive path of rate rises to combat inflation that is running at a 40-year high

https://www.wsj.com/articles/fed ... ce-1994-11655316170

The Federal Reserve approved the largest interest rate increase since 1994 and signaled it would continue lifting rates this year at the most rapid pace in decades as it races to slow the economy and combat inflation that is running at a 40-year high.

Officials agreed to a 0.75-percentage-point rate rise at their two-day policy meeting that concluded Wednesday, which will increase the Fed’s benchmark federal-funds rate to a range between 1.5% and 1.75%.

The rate increase departed from unusually precise guidance delivered by many members of the rate-setting Federal Open Market Committee in recent weeks indicating they would raise rates by a smaller half percentage point, as officials did at their meeting last month. The committee vote was 10-1, with Kansas City Fed President Esther George dissenting in favor of a half-percentage-point increase.

New projections showed all 18 officials who participated in the meeting expect the Fed to raise rates to at least 3% this year. The median projection would lift the fed-funds rate to around 3.375%, or by an additional 1.75 percentage point over the following four meetings this year. Most officials had projected in March that they would raise rates to at least 1.875% this year.
The projections showed officials see the rate rising to around 3.75% by the end of 2023, up from the 2.75% rate that officials had penciled in during similar projections in March. Officials project reducing rates slightly in 2024.

Such a pace of increases would represent the most aggressive rate-rise cycle since the 1980s. The central bank has also initiated a program to withdraw stimulus by shrinking its $8.9 trillion asset portfolio through attrition; the Fed is passively reducing its holdings as those securities mature.

“The Committee is strongly committed to returning inflation to its 2 percent objective,” said a policy statement released Wednesday afternoon. The statement removed a line that, in May, had indicated officials expected inflation to return to 2% and for the labor market to remain strong as it raised rates.

Wednesday’s economic projections show many officials expect they will need to raise rates to levels to deliberately slow the economy’s growth. Most officials now see growth of around 1.7% this year and next, compared to projections in March that showed growth rising by 2.8% this year and 2.2% in 2023.

The projections revealed that all but one official expects the unemployment rate to rise over the next two years, an implicit acknowledgment of rising recession risks. The median projection showed the unemployment rate, which stood at 3.6% in May, ending at 3.7% this year before rising to 4.1% in 2024.

Officials left their inflation forecasts little changed compared with March. On Wednesday, they projected so-called core prices, which exclude volatile food and energy prices, increasing 4.3% this year, up from a projection of 4.1% last month. The Fed seeks average annual inflation of 2%. Core prices rose 4.9% in April from a year earlier, and based on more recent data, Wall Street forecasters expect the measure to have risen 4.7% in May.

A separate inflation index released last week, the consumer-price index, rose 8.6% in May, driven by higher energy prices. Rising fuel prices and supply-chain disruptions from Russia’s war against Ukraine have sent prices up in recent months.










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wwwmike 2022-6-16 03:01:26 | 只看该作者
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本帖最后由 wwwmike 于 2022-6-15 12:14 编辑
jiang212 发表于 2022-6-15 11:40
打我自己脸了,我之前也不信联储真的能鹰到加75的,以为他们都很怂的。。。我甚至还一度认为他们会停止加息 ...

从另一个角度想,FED就是被跟你想法类似的很多人逼出来的。FED原本确实跟你想的一样,加息威胁一下,让预期降下去,需求就降下去了。其实也怪FED自己,信用几乎破产,导致大家都不信任他们,且他们过去的行径太明显导致大家都看穿了他们的底牌。所以这次只能玩真的,再不玩凶猛一些,信用破产已经无法挽回,一切都要失控。
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RedFoxx 2022-6-16 14:02:51 | 只看该作者
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本帖最后由 RedFoxx 于 2022-6-15 22:07 编辑
s666999s 发表于 2022-6-15 21:29
短期这些波动不重要啦哈哈

股价波动本身不重要,重要的是股价的波动其中隐藏的信息。昨天股价plunge是因为大家都expect会涨75bps
今天rally是因为大家很开心Fed果然和预计的一样
明天大家回过神来75bps对大环境的影响是多么大
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年初还有一堆人说FED不敢加息捏

房价怎样让子弹飞一会儿

那些FED不敢加息不然美国完蛋的人,脸都肿了

补充内容 (2022-06-16 03:06 +08:00):
年初时候agent 普遍说的是2022第三季度第一次加息25点

此话犹在耳边

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jiang212 2022-6-16 02:40:06 | 只看该作者
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打我自己脸了,我之前也不信联储真的能鹰到加75的,以为他们都很怂的。。。我甚至还一度认为他们会停止加息继续吹泡泡
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我现在是真的相信跌回疫情前不是梦了。
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 楼主| s666999s 2022-6-16 02:59:33 | 只看该作者
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Tiffany1209 发表于 2022-6-15 11:56
我现在是真的相信跌回疫情前不是梦了。

这个我觉得还不能确定,取决于收水收多少。
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 楼主| s666999s 2022-6-16 03:00:37 | 只看该作者
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jiang212 发表于 2022-6-15 11:40
打我自己脸了,我之前也不信联储真的能鹰到加75的,以为他们都很怂的。。。我甚至还一度认为他们会停止加息 ...

今年停止加息是没可能,加多少的问题。
反正早晚经历一次recession~~~
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 楼主| s666999s 2022-6-16 03:07:53 | 只看该作者
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Crystalline 发表于 2022-6-15 12:05
年初还有一堆人说FED不敢加息捏

房价怎样让子弹飞一会儿

美国经济的韧性还是比较强的,而且现在job market也还算不错
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wwwmike 发表于 2022-06-15 12:01:26
从另一个角度想,FED就是被跟你想法类似的很多人逼出来的。FED原本确实跟你想的一样,加息威胁一下,让预期降下去,需求就降下去了。其实也怪FED自己,信用几乎破产,导致大家都不信任他们,且他们过去的行
其实FED按通胀加息不可怕的
就怕这种失去信誉后歇斯底里的加,造成policy error
1980那时候加到20% 就是这种歇斯底里

补充内容 (2022-06-16 03:35 +08:00):
现在的FED活像赌桌上红眼的赌徒
层层加码
通胀不控制是不会撒手的
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75bp属于意料之内吧。前几天股票大跌就是price in这个
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