国勢調査局のデータによると、2026年1月の米国新築住宅販売戸数は、季節調整済年率58万7000戸と、2022年以来の低水準に落ち込んだ。減少幅は20％近く縮小した。価格の中央値は40万500ドルで、6ヵ月連続で40万ドルを上回ったが、この期間で最低となった。
国勢調査局は、2026年1月の新築住宅販売件数が季節調整済み年率58.7万件に達し、予想に反して2022年以来の低水準に沈んだと報告した。この数字は、Seeking Alphaのジェニファー・ナッシュの分析にあるように、前期から20％近く減少したことになる。この落ち込みは、住宅ローン金利が上昇する中で起こったもので、フレディマックのデータによると、同月の平均30年固定金利住宅ローンは6.15％だった。販売不振にもかかわらず、新築住宅価格の中央値は6ヵ月連続で40万ドル以上を維持したが、この期間では最低の40万500ドルまで下落した。このデータは、2026年3月19日前後に発表される販売データで、住宅市場の継続的な課題を反映している。
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The U.S. Bureau of Labor Statistics reported that the Consumer Price Index for February 2026 rose 0.3% month-over-month and remained at 2.4% year-over-year, matching economist expectations. Core CPI, excluding food and energy, increased 0.2% monthly and stayed at 2.5% annually. While inflation showed stability before the recent U.S.-Israel-Iran war, surging oil prices are expected to push future readings higher.
Existing home sales in the United States fell 3.6% in March after a brief rebound the previous month. The National Association of Realtors reported a seasonally adjusted annual rate of 3.98 million units, the lowest since last June. NAR Chief Economist Dr. Lawrence Yun attributed the slowdown to lower consumer confidence and softer job growth.
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The National Association of Realtors pending home sales index rose 1.8% to 72.1 in February, defying expectations of a 0.6% decline. This marks a 0.8% fall from the previous year. The index remains well below historical peaks.
The Bureau of Labor Statistics' February 2026 employment report revealed a 92,000 decline in nonfarm payrolls—the second-worst monthly drop in three years—reversing January's revised 126,000 gain and extending the slowdown from December's 50,000 increase. Released March 7, the data showed unemployment rising 0.1 percentage point in a low-hiring, low-firing labor market.
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Employers in the United States added 178,000 jobs in March, far exceeding economist expectations of 59,000, while the unemployment rate fell to 4.3 percent. This rebound followed a weak February, when payrolls dropped by 133,000. The White House highlighted the strong figures on social media.
An analyst has downgraded shares of The Home Depot (NYSE:HD) from buy to hold, citing persistent macroeconomic and housing market challenges. The company reported a 3.8% year-over-year sales decline and an 8.1% drop in transactions in the fourth quarter. Despite maintaining double-digit operating margins, the stock faces limited near-term upside.
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Prices for residential properties in Germany are rising and nearing the summer 2022 peak. Gero Bergmann, president of the Association of German Pfandbrief Banks (vdp), expects further increases due to a growing housing shortage. In the fourth quarter of 2025, prices rose 4.2 percent nationwide year-over-year.