ARSENAL > Building permits

Building permits

Macro
Definition
Monthly Census Bureau release showing new authorizations to start residential construction. One of the 10 components of the Conference Board's LEI.

Permits lead housing starts by 1-2 months and existing-home sales by 6-9 months. Sharp drops indicate rising mortgage rates / tightening credit are biting. Watched closely 2022-2024 as one of the cleanest signals of housing-cycle stress.
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