Logan Mohtashami：美债收益率攀升与房地产及比特币市场展望
Housingwire’s Logan Mohtashami: Real Estate vs Bitcoin & Bond Market Outlook
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Housingwire’s Logan Mohtashami: Real Estate vs Bitcoin & Bond Market Outlook
Housingwire 的 Logan Mohtashami：房地产与比特币及债券市场展望
Mortgage rates just hit their highest level in nearly three years, and homebuyers are already pulling back. HousingWire Lead Analyst Logan Mohtashami explains why the 10-year Treasury yield keeps climbing since talks with Iran broke down, and why the Federal Reserve has turned hawkish. He also explains how mortgage spreads are keeping 30-year rates from climbing above 8%.
抵押贷款利率刚刚触及近三年来的最高水平，购房者已经开始退缩。HousingWire 首席分析师 Logan Mohtashami 解释了为何在与伊朗的谈判破裂后，10年期国债收益率持续攀升，以及美联储为何转向鹰派立场。他还解释了为何抵押贷款利率利差使得30年期房贷利率未能突破8%。
Chapters:
章节：
00:00 30-Year Mortgage Rates Hit 7.28%, Highest in Nearly Three Years
00:00 30年期抵押贷款利率升至7.28%，为近三年来最高
00:52 Iran Talks, the Fed, and Why the 10-Year Yield Keeps Rising
00:52 伊朗谈判、美联储以及10年期收益率持续攀升的原因
01:58 Mortgage Spreads Explained: Why Rates Aren’t Above 8.6%
01:58 解释抵押贷款利率利差：为何利率未超过8.6%
03:28 What It Would Take to Get Meaningful Home Price Cuts
03:28 实现房屋价格实质性下跌需要满足的条件
04:43 Homebuilders, Profit Margins, and Mortgage Rate Buydowns
04:43 房屋建筑商、利润率以及抵押贷款利率补贴
06:17 Why Today’s Housing Market Isn’t 2008
06:17 为何当前的住房市场并非2008年
08:13 Bitcoin vs. Real Estate: Competing for Monetary Premium?
08:13 比特币与房地产：争夺货币溢价？
09:52 Borrowing Against Bitcoin for a Home Down Payment
09:52 以比特币作为抵押贷款获取购房首付
10:52 Grant Cardone’s Bitcoin and Real Estate Model
10:52 Grant Cardone 的比特币与房地产模式
13:15 2027 Outlook for Mortgage Rates, Home Prices, and Affordability
13:15 2027年抵押贷款利率、房价及可负担性展望
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This post Housingwire’s Logan Mohtashami: Real Estate vs Bitcoin & Bond Market Outlook first appeared on Bitcoin Magazine and is written by Patrick Green.
本文《Housingwire 的 Logan Mohtashami：房地产与比特币及债券市场展望》首发于 Bitcoin Magazine，由 Patrick Green 撰写。
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