Updated
Updated · XTB · Aug 18
U.S. Housing Data Looms With 1.35M Starts Forecast as Fed Rate Concerns Shadow Markets
Updated
Updated · XTB · Aug 18

U.S. Housing Data Looms With 1.35M Starts Forecast as Fed Rate Concerns Shadow Markets

3 articles · Updated · XTB · Aug 18

Summary

  • U.S. housing reports due at 14:30 UTC are set to test whether weakness has spread into real estate, with housing starts seen at 1.35 million versus 1.42 million previously and permits steady at 1.37 million.
  • Those releases matter because recent U.S. data have softened while inflation remains elevated, leaving investors to judge whether housing is also deteriorating and how that could shape Federal Reserve expectations.
  • The same batch includes import prices, forecast to rise 0.1% after 0.3%, and pending home sales at 15:00 UTC, seen edging up 0.1% after a 5.4% drop.
  • Ahead of the data, oil prices were rising and the dollar remained weak, setting up potential volatility in the DXY, homebuilding shares and results from Home Depot and Toll Brothers.
  • Outside the U.S., Australia’s Westpac consumer confidence rebounded 6.0% and RBA officials kept a hawkish tone, while Asian equities stayed under pressure after disappointing Japanese GDP data.

Insights

Will the global market balance shatter if today's U.S. housing data finally forces a Federal Reserve pivot?
Could the shocking surge in multifamily housing starts mask a deeper, hidden collapse in American homeownership?
Are skyrocketing insurance premiums quietly destroying the U.S. housing market even more than elevated mortgage rates?