Keyword: housing

Consumer, Housing & Retail, Imports-Exports and Industrial Chart suggesting that consumer strength should pull the industrial economy upwards. Image: Arbor Research & Trading LLC

Housing – U.S. Existing Home Sales and 30-Year Mortgage Rate This chart shows the correlation between U.S. existing home sales and the 30-year mortgage rate (inverted), and suggests further improvements in sales. Image : Piper Sandler Companies

U.S. National Housing Expansion Length The current recovery in housing is in its 9th year. How long will it last? Image: John Burns Real Estate Consulting

U.S. New Private Housing Units Authorized by Building Permits and Recessions U.S. building permits sales at 1.416 million (annualized). Historically, before recessions, building permits tend to peak and then decline.

Housing, Confidence, Imports-Exports and Inflation Chart suggesting that housing data is improving and is a leading indicator. Image: Arbor Research & Trading LLC

U.S. Housing Starts by Decade Currently, lower mortgage rates are boosting U.S. housing starts, but this decade will see the lowest number of housing units started in six decades.

U.S. Home Builder Sentiment – NAHB/Wells Fargo Housing Market Index Lower mortgage rates help the housing market and boost home builder sentiment. Image: Leonard Kiefer

Global Consumers (Housing and Retail) vs. Confidence (Soft Data) Chart showing the large divergence between global hard data and confidence (soft data). Confidence still refuses to rebound. Image: Arbor Research & Trading LLC

Housing Bubble Risk Munich is the city with the highest risk of a housing bubble developing, followed by Toronto, Hong Kong and Amsterdam. Image: Statista

Housing – U.S. Construction Spending and Recessions Historically, when the three month moving average turned negative, a U.S. recession occurred within a 12-month period, 7 times out of 9. Image: Pictet Asset Management