đšđ U.S. HOUSING MARKET JUST FLASHED A RED ALERT
Something structural just snapped â and the data is screaming.
đ New homes: $392K
đ Existing homes: $420K
Yes⊠thatâs backwards.
Builders are slashing prices to move inventory, while existing homeowners stay locked into higher valuations. This isnât seasonal chop â
â ïž Itâs a regime shift.
đ What this tells us:
âą Demand pressure is forcing builders to capitulate
âą Excess supply is being flushed via discounts
âą Price discovery is restarting â and it always starts with new homes
History lesson: when this flip happens, the shockwave doesnât stop at housing.
đ Downstream assets feel it next.
đ Watch closely:
Markets donât send warnings.
đ Data does.
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#HousingAlert #MacroShift #WriteToEarnUpgrade


