2025 New Home Sales Highest Since 2021 (Down -1.7% MoM In December)

#bubble, Banking, CMBS, Economy, Existing Home Sales, fannie mae, Fed, Freddie Mac, GDP, Housing, Inflation, Mortgage, New Home Sales, Powell, REITs, Silver, SPX, Stocks, Treasuries, Treasury, Uncategorized, Yellen 1 Minute

US New Home Sales dipped 1.7% MoM in December (after a 15.5% MoM surge in November)…

…but ended the year at 745k – the highest SAAR since 2021…


“New” home sales have notably decoupled from “used” home sales in the last few years as homebuilders incentivize buyers (reducing margins) and lower prices (reducing revenues)…

Lower mortgage rates support modest further improvements in sales…

Will Trump get rid of tariffs on Canadian lumber?

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