Market Flux Event
US Pending Home Sales Plunge 7.3% in September to Record Low Since 2001
Read this in the Market Flux appUS pending home sales collapsed 7.3% month-over-month in September 2026, far exceeding the consensus estimate of a 0.5% decline and reversing August's modest 0.3% gain. The National Association of Realtors Pending Home Sales Index fell from 71.2 to 66.0, the lowest reading since the series began in 2001, marking a record low for the data going back 25 years.
On a year-over-year basis, the index was down 11.3%, significantly worse than the estimated 3.9% decline and the prior reading of roughly 4.7-4.9%. All four US regions weakened simultaneously, with the West posting the steepest drop at 9.2% and the South close behind at 8.2%, signaling broad-based deterioration rather than a regional pocket of weakness.
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Sources
- NaeemAslam23🚨 🇺🇸 U.S. HOUSING STARTS DROP TO 1.22M AS NEW CONSTRUCTION MISSES EXPECTATIONS September housing starts fell to 1.22M, below the 1.30M forecast and down from 1.29M previously. That represents a roughly 5.2% monthly decline, showing residential construction lost momentum as high mortgage rates and affordability pressures continue to weigh on builders and buyers. For markets, weaker starts point to softer housing activity ahead, increasing sensitivity across homebuilders, building-material stocks and rate-sensitive assets. #Housing #Markets
- CnbcSeptember housing starts miss estimates
- FinancialjuiceUS REDBOOK YOY ACTUAL 9.0% (FORECAST -, PREVIOUS 10.4%) $MACRO
- NasdaqU.S. Housing Starts Unexpectedly Extend Nosedive In September
- MaceNewsMacroUS NATIONAL ASSOC. OF REALTORS PENDING HOME SALES INDEX -7.3% TO 66.0 IN SEPT. VS 71.2 IN AUG.; -11.3% FROM SEPT. 2025 (MARKETS EXPECTED 0.0% M/M IN SEPT. 2026); PENDING HOME SALES LOWEST IN HISTORY OF REPORT STARTED IN 2001 #Housing #Economy #mortgages
- LiveSquawkUS Pending Home Sales (M/M) Sep: -7.3% (est -0.5%; prev 0.3%) - Pending Home Sales NSA (Y/Y): -12.6% (est -3.9%; prev -4.9%; prev R -4.7%)
- FirstSquawkUS PENDING HOME SALES FALL 7.3% M/M TO RECORD-LOW LEVEL
- ReutersUS pending home sales tumble to record low in September
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- Seeking AlphaPending home sales drop 7.3% in September, far weaker than expected
- DeItaoneU.S. PENDING HOME SALES PLUNGE 7.3% IN SEPTEMBER U.S. pending home sales fell 7.3% month-over-month in September, reversing August's modest 0.3% gain. The index dropped to 66.0, with sales down 11.3% year-over-year. All four regions weakened, led by the West (-9.2%) and South (-8.2%).
- BarronsonlinePending Home Sales Plunge in Worse-Than-Expected September Slump
- MarketwatchPending home sales sink to 25-year low as buyers flee high mortgage rates
- ZerohedgeUS Pending Home Sales Collapse To Record Lows In September
- MarketRebelsSeptember Pending Home Sales were much weaker than forecast; -7.3% on the month and -12.6% on the year.
- MikeZaccardiPending Home Sales record low @augurinfinity
- PeterSchiffThe Pending Home Sales Index tanked 7.3% in Sept., the biggest drop since Dec. 2025. Worse, the index fell to 66, the lowest level ever recorded, dating back to 2001. That means it's already lower than the lowest level hit during any year affected by the 2008 financial crisis.
- Investingcom*US PENDING HOME SALES FALL 7.3% M/M TO RECORD-LOW LEVEL 🇺🇸🇺🇸
- PolymarketMoneyBREAKING: U.S. pending home sales plunge to a record low as surging mortgage rates put further pressure on the housing market.