Owens Corning

Johnson Controls

Trane Technologies plc

Home Depot

Carlisle Companies

Lennox International

Lowe's

Toll Brothers

Taylor Morrison Home

Allegion

SPDR S&P Homebuilders ETF

XHB tracks a broad-based, equal-weighted index of US companies involved in the homebuilding industry.

iShares U.S. Home Construction ETF

Confidence among homebuilders in the U.S. housing market rose in January for the second consecutive month as high mortgage rates continued to decline.

Homebuilder sentiment surges amid sharp drop in mortgage rates

Homebuilder sentiment improved in January, jumping 7 points to 44 on the National Association of Home Builders monthly index.

Homebuilder sentiment improves for second straight month, following drop in mortgage rates

D.R. Horton

Lennar

The numbers: Builder confidence surged in January as falling mortgage rates drew in home buyers from the sidelines.

Builder-confidence index jumps in January as mortgage rates fall

iShares Residential Real Estate ETF

Invesco S&P 500 Equal Weight ETF

SPDR S&P 500 ETF Trust

Economic indicators provide insight into the overall health and performance of an economy. They play a crucial role in enabling policymakers, advisors, investors, and businesses to assess current economic conditions.

Last Week's Inflation Numbers

2023 has been an amazing year for homebuilders with the SPDR Homebuilders ETF registering a 52.3% gain since we initiated our bullish view in November 2022. Although we are still bullish homebuilders, current valuations are no longer as deeply discounted and attractive enough to generate meaningful alpha in our view. We recommend a more selective approach, reducing exposure to XHB and focusing on high-quality names like D.R. Horton and Lennar Corporation.

XHB: Taking Profit And Switching To A More Selective Approach

Invesco Dynamic Building & Construction ETF

The November release for new home sales from the Census Bureau came in at a seasonally adjusted annual rate of 590,000 units. New home sales were down 12.2% month-over-month from a revised rate of 672,000 in October and up 1.4% from one year ago.

New Home Sales Plummet in November 2023

Home prices may pick up speed after the Fed cuts rates next year, according to Fitch. The ratings agency see prices rising as much as 3% next year and up to 4% in 2025.

Home prices may pick up speed after the Fed cuts rates with 88% of the housing market still overvalued, Fitch says

PulteGroup

Recent mortgage rate reductions and signals from the Federal Reserve about upcoming rate cuts have reignited the housing market.

Homebuilder ETFs 2024 Prospects Appear Bright

Falling mortgage rates and optimism over future reductions are helping boost optimism from homebuilders and mortgage brokers.

Homebuilder, Mortgage Broker Optimism Points to Improved Market in 2024

Amplify Online Retail ETF

Proshares Online Retail ETF

VanEck Vectors Retail ETF

Consumer Discretionary Select Sector SPDR Fund

SPDR S&P Retail ETF

Economic indicators provide insight into the overall health and performance of an economy. They are closely watched and serve as essential tools for policymakers, advisors, investors, and businesses.

Economic Indicators Point to Easing Inflation & Increased Spending

Confidence among builders in the U.S. housing market rose in December for the first time in four months as high mortgage rates finally started to fall.

Homebuilder sentiment rises more than expected as mortgage rates fall

NAHB noted that buyers who were previously priced out of the market were taking a second look.

NAHB Housing Market Index Rebounds As Mortgage Rates Fall

The numbers: Builder confidence rose in December for the first time in five months as mortgage rates fell.

Builder-confidence index rises for the first time in five months as mortgage rates fall

Hoya Capital Housing ETF

The increasing probability of the Fed adopting a dovish stance in 2024 has fueled the recent drop in mortgage rates. Capitalize on the estimated optimism in the housing market in the next year by tapping into these funds.

Falling Mortgage Rates Boost Housing ETFs

Exchange-traded funds that hold stocks in the home-building industry are surging Thursday amid a drop in Treasury yields following the Federal Reserve's policy meeting on Wednesday.

Home-builder ETFs surge toward all-time highs as Treasury yields fall after Fed meeting

VettaFi's vice chairman Tom Lydon discussed the SPDR® S&P® Homebuilders ETF (XHB) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” For more news, information, and analysis, visit VettaFi | ETF Trends.

ETF of the Week: SPDR® S&P® Homebuilders ETF (XHB)

U.S. existing home sales plunged to their lowest level in over 13 years in October 2023, mainly due to climbing mortgage rates and a scarcity of available houses.

Will 13-Year Low Existing-Home Sales Recover? ETFs in Focus

Few sectors have impressed as significantly as the homebuilder sector in recent weeks. The SPDR S&P Homebuilders ETF NYSE: XHB has risen over 16% over the last month.

Homebuilder stocks soar as sector outpaces the market

Mortgage rates are near their highest levels in more than two decades and it once again further weighed on home builder confidence.

Homebuilder Sentiment Fell Again In November, But Recent Inflation Data Fans Optimism

It's not difficult to find reasons to expect an imminent housing market crash. For example, the 30-year mortgage interest rate hovered near 8% not long ago.

Housing Market Crash Alert: Homebuilder Confidence Just Hit a New Low

Confidence among builders in the U.S. housing market plunged to the lowest level since January 2023 as stubbornly high mortgage rates weighed on demand.

Homebuilder sentiment unexpectedly plummets to lowest level this year

High mortgage rates put significant pressure on builder confidence.

NAHB Housing Market Index Drops To New Lows

Homebuilders cut prices by an average of 6% to lure buyers who are being scared off by high interest rates.

Homebuilder sentiment drops to lowest point in a year, but falling rates spur some optimism

The numbers: Builder confidence fell in November for the fourth month in a row, in the face of weakening buyer demand as mortgage rates reached 8%.

Builder-confidence index falls for the fourth month in a row

KB Home

Chances of lower rates ahead and cheaper valuation should home building stocks and ETFs in the coming days.

News for SPDR S&P Homebuilders ETF ETF (XHB)