Saturday, Jan 20, 2007

Markets price in interest rates of 5.75% by June 2007

Murdoch's Times: Traders bet on rate rises after strong Christmas sales period

Another Gabriel Rozenberg article which highlights gathering economic clouds. A bunch of so called experts are pricing in 5.75% interest rates by June 2007 because of the strength of Christmas 2006 sales. I'm taking a dim view of so called experts but I feel the mood of the media is swinging towards higher interests rates. How long before reports of repossessions?

Posted by talking rot @ 09:09 PM (155 views) Add Comment

4 Comments

1. paul said...

Reports of repossessions? TR, those were available in June LAST year.

Saturday, January 20, 2007 09:37PM Report Comment
 

2. headmelter said...

"The only dovish piece of news was a further sign that the housing market may be cooling. The British Bankers’ Association said that net mortgage advances had dropped to £5.8 billion in December, from £6.7 billion in November."

I know people have asked this before but how much of this is MEWing and people positioning themselves with a new fixed rate?
Is this information available?

That aside bring on a 0.5% hike in Feb and be done with it.

Saturday, January 20, 2007 10:34PM Report Comment
 

3. bidin'matime said...

Headmelter - 'net mortgage advances' means new loans less repayments made, so remortgages for the same amounts drop out of the equation.

Whether the net advances are MEWing or purchases doesn’t make a lot of difference - it still means new money flowing into the system. Perhaps MEWing is perhaps worse, because it is more likely to be spent on the new car or a new suite, but maybe it's as likely to be a foreign holiday or even a property abroad, neither of which add to domestic inflation. Not sure anyone has the info about how the money is spent, to work it all out.

Saturday, January 20, 2007 11:01PM Report Comment
 

4. talking rot said...

Whoops, Paul

You're right of course. I meant to say "How long before reports of repossessions make the mainstream media THIS YEAR."

Thanks

TR

Sunday, January 21, 2007 07:07PM Report Comment
 

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