CONVEX
Past Release · Existing Home Sales

January 2026 Existing Home Sales Report

Thursday, January 1, 2026

Existing Home Sales printed at 1,385, a +0.51% move from the prior reading of 1,378.

Headline Reading
Housing Starts
1,385
Jan 1
Prior
1,378
Absolute
+7
Percent
+0.51%

What to Watch For

  • Sales pace (annualized, seasonally adjusted)
  • Median sale price (year-over-year)
  • Months of supply (inventory indicator)
  • First-time buyer share
  • Cash sales percentage (investor activity)

Expected Market Reaction

Falling sales + rising prices: stagflation dynamic for housing, confusing for rates. Rising sales + stable prices: normalization, homebuilders rally. Supply crossing 6 months historically marks the shift from seller to buyer market.

Related Assets Around the Release

Related Scenarios

ShareXRedditLinkedInHN

Get release-day analysis and market reaction framing before consensus forms.