PLANETARYINSIGHTS

    Real GDP growth 2026 full year 2.1 2.4 ▲ EIAReal GDP growth 2027 full year 2.6 2.8 ▲ EIAHeadline PCE inflation 2026 Q4 3.95 3.94 ▼ Cleveland FedHeadline CPI inflation 2026 Q4 4.24 4.40 ▲ Cleveland FedCore CPI inflation 2026 Q4 3.02 3.40 ▲ Cleveland FedCore PCE inflation 2026 Q4 3.33 3.38 ▲ Cleveland Fed

    U.S. housing starts

    Projected annualized pace of new privately owned housing starts.

    United States · thousand units SAAR6 extracted figures4 institutions1 comparable groups

    2026 Q4 · Quarterly SAAR

    United States · 3 institutions
    1,300K1,358K1,459KCONSENSUSJUL 26JUL 26JUL 26Wells Fargo · 1.3M · 2026-07-30RBC · 1.459M · 2026-07-13Fannie Mae · 1.314M · 2026-07-10Fannie Mae 1.314M

    EmphasisedOther institutionsConsensus

    InstitutionPeriodReportedForecast
    Wells Fargo2026 Q4“Housing Starts (e) | 2026 4Q | 1.3” — U.S. Economic Forecast table · 2026 Q4 · source ↗2026-07-301.3M
    RBC2026 Q4“Housing starts (000s) | 2026 Q4 | 1458.9” — U.S. Forecast Detail · 2026 Q4 · source ↗2026-07-131.459M
    Fannie Mae2026 Q4“Total Housing Starts | 26.4 | 1,314” — Housing Forecast table · 2026 Q4 · source ↗2026-07-101.314M

    Readout

    Consensus
    1,358K
    Spread
    +159K
    Low
    1,300K
    High
    1,459K
    Reporting
    3
    Basis
    Quarterly SAAR

    2026 Q2 · Quarterly SAAR

    United States · 1 institution
    InstitutionPeriodReportedForecast
    Philadelphia Fed2026 Q2“Total Private Housing Starts 1.390 1.350 1.345 1.385 1.350” — Page 4, Livingston Survey Summary Table, levels of variables · source ↗2026-06-241.390

    Readout

    Low
    1K
    High
    1K
    Reporting
    1
    Basis
    Quarterly SAAR

    One institution reporting. No consensus claimed.

    2026 Q4 · Quarterly SAAR

    United States · 1 institution
    InstitutionPeriodReportedForecast
    Philadelphia Fed2026 Q4“Total Private Housing Starts 1.390 1.350 1.345 1.385 1.350” — Page 4, Livingston Survey Summary Table, levels of variables · source ↗2026-06-241.350

    Readout

    Low
    1K
    High
    1K
    Reporting
    1
    Basis
    Quarterly SAAR

    One institution reporting. No consensus claimed.

    2027 Q2 · Quarterly SAAR

    United States · 1 institution
    InstitutionPeriodReportedForecast
    Philadelphia Fed2027 Q2“Total Private Housing Starts 1.390 1.350 1.345 1.385 1.350” — Page 4, Livingston Survey Summary Table, levels of variables · source ↗2026-06-241.345

    Readout

    Low
    1K
    High
    1K
    Reporting
    1
    Basis
    Quarterly SAAR

    One institution reporting. No consensus claimed.