Group 1 - Home-building stocks are experiencing significant declines, with the iShares U.S. Home Construction ETF dropping below $100 for the first time since early August, indicating a challenging week for the sector [1] - The ETF is on track for its worst week since June 2022, reflecting investor concerns about weak buyer demand and an increase in new housing supply [1][2] - An Evercore analyst downgraded a group of builders due to worries about political pressure to increase home construction amidst hesitant buyer sentiment [2] Group 2 - The current market conditions are characterized by a combination of weak demand from buyers and higher-than-usual new housing supply, contributing to the negative sentiment in the home-building sector [2]
Home Builder Stocks Have Worst Week Since 2022
Barrons·2025-10-10 16:34