Updated
Updated · Reuters · Jun 15
US Homebuilder Sentiment Falls to 35 as Mortgage Rates Jump More Than 50 Basis Points
Updated
Updated · Reuters · Jun 15

US Homebuilder Sentiment Falls to 35 as Mortgage Rates Jump More Than 50 Basis Points

3 articles · Updated · Reuters · Jun 15

Summary

  • The NAHB/Wells Fargo housing market index fell 2 points to 35 in June, missing economists’ 37 forecast and extending its run below 40 to 14 straight months.
  • More than 50 basis points of mortgage-rate increases since late February, along with higher construction-material costs and affordability strains, pushed builder confidence lower.
  • 35% of builders cut prices in June, up from 32% in May, while 62% used sales incentives and the average price reduction held at 6%.
  • Current sales conditions slipped to 38, future sales held at 45 and prospective buyer traffic stayed weak at 25, underscoring a housing market still under pressure.
  • Residential investment has contracted for five straight quarters, and builders say sentiment is unlikely to recover quickly despite a U.S.-Iran deal to end the war and reopen the Strait of Hormuz.

Insights

Can builder incentives and price cuts truly solve a national housing shortage of millions?
With peace in Iran, will huge government deficits keep mortgage rates from falling?
The Iran deal lowered oil prices. Will it be enough to overcome high tariffs and construction costs?