Börsennotizbuch

Die New Home Sales (Verkäufe neugebauter Eigenheime) ergänzen noch das unangenehme Bild am US-Immobilienmarkt — sie fallen im Februar 2008 (die Existing Home Sales hatten wir am Montag). Ein Recap von Barry Ritholtz:

• February 2008 saw a drop of 1.8% from January 2008 (±15.0%) in terms of seasonally adjusted, annualized data; This was not a statistically significant number, given the margin of error.
• Year-over-year, the drop was 29.8% below the February 2007 data (±9.6% means this is significantly significant).
• Sales have fallen four months in a row
• The Median and Average sales price of new houses in February 2008 was $244,100 and $296,400 respectively. Median sales price fell 2.7% in the past year to $244,100.
• Sales of new homes in the United States fell to a 13-year low
• Sales figures are overstate due to the omission of the “ballooning number of sales that have been cancelled.”
• February’s supply of new homes on the market hit a 27-year high; Inventories are likely understated, also because of cancellations.
• The pace of sales has slowed, leading Inventory represented a 9.8-month supply at the February sales rate, unchanged from January and the highest since 1981.
• The number of completed homes for sale fell for the second straight month, standing at 188,000 after peaking in December at 197,000.
• A few pieces of encouraging data: The number of homes on the market dropped by 2.1% to 471,000, the lowest since July 2005. Also, s ales in January and December were revised modestly higher.

Ansonsten die offizielle Meldung: New Residential Sales in February 2008 (PDF).

Und das ist natürlich auch interessant: Ein Chart (wieder bei Barry oben) mit der Entwicklung der US-Immobilienpreise in Gold (Immobilienpreise nach dem Shiller/Case-Index vgl. letzter Stand). Da sehen wir nicht mehr so teuer aus!…

Was würden diejenigen wohl meinen, die Gold für die wahre Messgröße aller Werte halten? Keine Korrektur mehr nötig!… ( )