Why US Housing Starts Are Stalling Despite Strong Demand

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Why US Housing Starts Are Stalling Despite Strong Demand

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In this episode of US Economy with Fexingo, Lucas and Luna examine the odd disconnect in America's housing market in mid-2026: housing starts have fallen to an annualized 1.28 million units, down 12% from a year ago, even as household formation stays strong and the national vacancy rate sits near a 40-year low. They dig into three specific forces behind the stall—sticky construction financing costs tied to the 4.47% ten-year yield, a severe shortage of skilled labor in states like Texas and Florida, and a wave of local zoning reform battles that are moving too slowly to boost supply. Lucas points to a surprising bright spot: manufactured housing shipments are up 9% year-over-year as builders find workarounds. The conversation also explores what this means for rent inflation and the Fed's next move. If you've wondered why buying a home feels harder than the macro data suggests, this episode offers a grounded explanation. #HousingStarts #USEconomy #HousingMarket #Construction #FederalReserve #TreasuryYield #ZoningReform #ManufacturedHousing #SkilledLabor #RentInflation #HouseholdFormation #TenYearYield #TexasHousing #FloridaHousing #FexingoBusiness #BusinessPodcast #Economics #HousingCrisis Keep every episode free: buymeacoffee.com/fexingo

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