Haymaker

Haymaker

Haymaker Daily

On the housing industry's big picture

Sep 16, 2025
∙ Paid
4
Share

Hello, Subscribers:

It could be plausibly argued that the S&P homebuilding sub-sector is a microcosm of the U.S. stock market. Both homebuilder sentiment and the Architecture Billings Index are at recession levels, even if not as low as during the Global Financial Crisis, per the diligent data sleuth Danielle DiMartino Booth.

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 David Hay
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture