What Housing Starts Surge and Permit Drop Mean for the Market

Housing starts soared 19% month-over-month in June 2026 to 1.427 million, but building permits fell for the first time in months. Lucas and Luna explore why builders are breaking ground at a record pace while pulling fewer permits — and what that tells us about tariff risk, material costs, and the supply outlook for the second half of the year. With specific data points on builder stocks, mortgage rates, and import prices, this episode drills into the divergence that could reshape the housing market. #HousingStarts #BuildingPermits #Tariffs #Homebuilding #LumberPrices #MortgageRates #CaseShiller #DHI #LEN #PHM #KBH #TOL #XHB #ITB #Economics #FexingoBusiness #BusinessPodcast #TheHousingEconomy Keep every episode free: buymeacoffee.com/fexingo