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 →
the verdict —
5 of 12 tracked tickers in construction & homes are positive on the week. 37 of 42 mapped indicators are firing. Biggest 7-day mover: TSLA -7.2%.
The Sector Mood Ring
mood
MIXED
5↑ · 0— · 7↓ · 12 names · 7d basis
42 indicators in this sector·12 tickers tracked·← All sectors·Full universe explorer →

— Top movers · last 7 days —

Ranked by absolute price change. Refreshes every 15 min.
LCID
-16.89%
Lucid Group, Inc.
ETSY
+10.57%
Etsy, Inc.
CASY
+9.54%
Casey's General Stores, Inc.

— Tickers we track in construction & homes —

Top 12 by market cap. Click to view per-ticker page with live news + related indicators.
AMZN+2.3%
Amazon.com, Inc.
TSLA-7.2%
Tesla, Inc.
HD-3.9%
The Home Depot, Inc.
TM+3.0%
Toyota Motor Corporation
MCD+1.2%
McDonald's Corporation
TJX-0.5%
The TJX Companies, Inc.
BKNG-3.8%
Booking Holdings Inc.
SBUX+3.8%
Starbucks Corporation
LOW-6.4%
Lowe's Companies, Inc.
MAR-1.5%
Marriott International, Inc.
ABNB-0.7%
Airbnb, Inc.
DASH+0.4%
DoorDash, Inc.

— Latest construction & homes news —live

Live from Alpaca / Benzinga. Headlines mentioning AMZN, TSLA, HD…
No recent headlines for AMZN, TSLA, HD, TM, MCD, TJX in the last 7 days.

— Voices on construction & homes —commentarylive

Curated commentary (Kobeissi, Doomberg, Lyn Alden, QuoteTheRaven, Pomp, ZeroHedge) mentioning AMZN, TSLA, HD… Opinion, not wire.
No recent commentary mentioning AMZN, TSLA, HD, TM, MCD, TJX in the last 7 days.

— 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 3.6 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 —