New-home sales beat estimates but need a dose of reality

With new-home sales growing since 2022, why are housing starts at recessionary levels? Well, it’s a…

The Fed’s monetary policy is stifling new construction

Since mortgage rates have headed higher again, I was anticipating that today’s housing starts report would…

Home construction data offers glimmers of optimism — but with a caveat

The number of housing units that came online in September showed a big year-over-year jump, but…

The Fed needs a housing market comeback

One key data line flagging a path to recession is the loss of residential construction workers. The number…

Logan Mohtashami discusses the spike in housing inventory levels on CNBC

In a recent segment of CNBC’s “Worldwide Exchange,“ HousingWire lead analyst Logan Mohtashami and anchor Frank…

Are housing permits showing recession risk?

The impact of the elevated Federal funds rate and morgage rates on our economy is stark.…

Higher rates are impacting future housing production

In the chart below, red shows single-family permits and blue shows five-unit permits. There is a…

Apartment permits are back to recession lows. Will mortgage rates follow?

From Census: Building Permits: Privately‐owned housing units authorized by building permits in February were at a…

Single-family sector drives February spike in housing starts

New construction of residential homes came in strong in February, with a large concentration of the…