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NAHB Ignores Recent Housing Shock, Thinks The Happiest Thoughts Since 2006

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Homebuilder stocks are already giving back their spike gains from the surreal "if we hope it, they will buy" numbers from the NAHB on future sales expectations but we thought - given the unprecedented spike in mortgage rates, collapse in mortgage applications, and slowing home sales - that a couple of charts were in order to reflect upon the best two-month rise in 'hope' for futures sales in 22 years...

Perfectly normal... the biggest two-month rise in NAHB's future sales expectations in 22 years... and is back to its most hopeful since 2006

 

but we've seen these 'hope-driven' future sales evaporate very quickly before...

 

This time is different though of course...

 

Charts: Bloomberg


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