CONVEX
Past Release · Housing Starts

January 2026 Housing Starts Report

Thursday, January 1, 2026

Housing Starts printed at 1,398, a +1.82% move from the prior reading of 1,373.

Headline Reading
Housing Starts
1,398
Jan 1
Prior
1,373
Absolute
+25
Percent
+1.82%

What to Watch For

  • Housing starts annualized rate
  • Building permits, leading indicator
  • Single-family vs multi-family split
  • Regional distribution
  • Mortgage rate context

Expected Market Reaction

Weak starts with falling permits: homebuilders down, rates down (transmission signal). Strong starts: homebuilders up, copper/lumber up.

Related Assets Around the Release

Related Scenarios

ShareXRedditLinkedInHN

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