Daily Archives: December 16, 2025

Macro Briefing: 16 December 2025

US homebuilder sentiment edged up in December, but continues to reflect negative sentiment about the market outlook. Builder confidence for newly built single-family homes is 39 this month, well below the neutral 50 mark. “The recent easing of monetary policy should help builder loan conditions at the start of 2026,” said NAHB Chief Economist Robert Dietz. “However, builders continue to face supply-side headwinds, as regulatory costs and material prices remain stubbornly high. Rising inventory also has increased competition for newly built homes.”

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