StandardPoorly
— Sector · serious —

Construction & Homes

Housing permits, Case-Shiller, builders, mortgage rates.

The residential housing economy: building permits and starts, Case-Shiller home-price indices for 20 metros, NAHB builder sentiment, mortgage rates (30y/15y), homebuilder tickers and ETFs (XHB, ITB), construction-materials suppliers (Vulcan, Eagle Materials, Martin Marietta), and adjacent demand signals from Home Depot / Lowes. Housing leads broader cyclical sectors by ~6-12 months.
Analyst · previewYou're seeing the public read on the Construction & Homes sector. Analyst unlocks the full firing history for every indicator here + alerts when a roster ticker breaks out + the roster past the top 12 by market cap. Trader adds intraday quotes across the whole roster + the cross-sector co-fire matrix + the API / MCP feed.Compare tiers →
42 indicators in this sector·← All sectors·Full universe explorer →

— Flagship signals —

StandardmacroSP-5250

Housing Permits Total (monthly)

1,423↓ 7%vs ~6 weeks ago
Monthly total US private housing units authorized by building permits. Classic leading indicator permits precede starts by 1-2 months, construction spending by 6-9 months.
last fired 16.8 years ago

Historically, on fire days, SPY averaged -6.0% over the next year — moving in the opposite direction as the signal 65% of the time.

−8.2%SPY over the 3 mo after the last fire
EXCEEDED HISTORY
↑55%
+0.03%
1 d
↓56%
−0.05%
1 wk
↓62%
−0.90%
1 mo
↓64%
−2.1%
3 mo
↓63%
−3.1%
6 mo
↓65%
−6.0%
1 yr
StandardmacroSP-4905

30-Year Fixed Mortgage Rate (weekly)

6.48↑ 4%vs ~6 weeks ago
Freddie Mac PMMS, released Thursdays.
last fired 3.7 years ago

Historically, on fire days, SPY averaged -4.8% over the next year — moving in the opposite direction as the signal 60% of the time.

Signature window1 yr
−0.71%SPY over the 3 mo after the last fire
TRACKING WITH HISTORY
↓53%
−0.03%
1 d
↓53%
−0.10%
1 wk
↓54%
−0.38%
1 mo
↓58%
−1.3%
3 mo
↓58%
−2.5%
6 mo
↓60%
−4.8%
1 yr
StandardmacroSP-4685

Case-Shiller 10-City Composite (monthly)

364.0↑ 9%vs ~6 weeks ago
10-city composite earlier history than the 20-city.
last fired 3.9 years ago

Historically, on fire days, SPY averaged -0.59% over the next trading month — moving in the opposite direction as the signal 56% of the time.

−7.5%SPY over the 1 mo after the last fire
EXCEEDED HISTORY
↑53%
+0.06%
1 d
↑53%
+0.13%
1 wk
↓56%
−0.59%
1 mo
↓55%
−1.0%
3 mo
↑54%
+1.5%
6 mo
↓54%
−1.7%
1 yr

— All construction & homes indicators —