0.25% increase: 有些别有用心的人过去一段时间一直在说,利率到顶了,将很快下降。今天加拿大又升息了!

Now someone understands why C$ has been strong recently. There is no strange and surprise. Australia's central bank paused and then raised again.
 
经济跌得不够惨.
 
前一阵还开始疯抢买房呢,抄底抄到半山腰了
 
1686149103748.png

加拿大制造业PMI

惨,但是显然还可以更惨.
 

附件

  • 1686149093482.png
    1686149093482.png
    5.3 KB · 查看: 17
最后编辑:
Still too much money on the main street, let alone in the wall street. Until the money in both the streets is locked or 套住. Fed/BOC looks just like a clown.
 
1686149162392.png

美国本来因为ai和打仗, 制造业回复一些, 但是继续加息, 结果就是应声而倒

美国制造业PMI
 
最后编辑:
美国总体比加拿大好些吧. 加拿大就是韭菜田.
 
A man has to do what a man has to do. The interest rates rise or pause are all data-dependent. Bank of Canada accesses tons of information, much more or earlier than you and me, and it is not necessary for BOC to target the recent hype of the RE market.

However, as a result of the 25 BPS increase, more pain for Variable Rate Mortgage borrowers. Some could feel like there's no end to their troubles. Some will see payments increase again, and anyone with a HELOC has another payment increase for sure. The folks with Static Payment Variables will see amortization go from 40 to 60 years, and folks who need refinance or mortgage renewal face similar challenges soon too.

Muscle memory of low interests era of last 15 years and QE need a quite some time to disappear for ordinary fellows.

To rein inflation under control, the interest rate has to be above the inflation rate, or we have a severe recession to make central banks rethink about it.

Recession is your neighbor losing his job and you can keep yours. I wish we have a just right( mild) recession. :cool:
 
but slower than Elon musk. because Elon is personally in the production chain.
 
一龙上个月警告不能再加息了, 应声,
更多银行完蛋,
制造业服务业PMI双双下跌.

比美联储的模型准确多了.
 
后退
顶部