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16.04.2025

U.S. homebuilder confidence unexpectedly improves slightly in April

The National Association of Homebuilders (NAHB) announced on Wednesday that its housing market index (HMI) increased to 40 in April from an unrevised March reading of 40. That marked the first improvement in builder confidence in three months. 

Economists had anticipated the HMI to drop to 37.

A reading below 50 indicates more builders view conditions as poor than good.

According to the report, two out of three major HMI components registered gains in early April. The component tracking current sales conditions went up 2 points to 45, and the component measuring traffic of prospective buyers rose by 1 point to 25. Meanwhile, the component charting sales expectations in the next six months plunged by 4 points to 43.

Commenting on the latest report, NAHB Chairman Buddy Hughes said that the recent dip in mortgage rates may have pushed some buyers off the fence in March, helping builders with sales activity. “At the same time, builders have expressed growing uncertainty over market conditions as tariffs have increased price volatility for building materials at a time when the industry continues to grapple with labour shortages and a lack of buildable lots,” he added.

Meanwhile, NAHB Chief Economist Robert Dietz stated that policy uncertainty is having a negative impact on home builders, making it difficult for them to accurately price homes and make critical business decisions. “The April HMI data indicates that the tariff cost effect is already taking hold, with the majority of builders reporting cost increases on building materials due to tariffs,” he added. 

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