New Privately-Owned Housing Units Started: Total Units, May 2026
Released ~ June 16, 2026
New privately-owned housing units started (SAAR) fell 15.4% to 1.177 million in May, missing consensus of 1.43 million. April was revised to 1.392 million. Sharp multifamily drop amid high mortgage rates drove the decline.
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Initial Claims, July 2026
Released ~ July 2, 2026
Seasonally adjusted initial unemployment insurance claims fell 1,000 to 215,000 in the week ended June 27, below the 219,000 consensus forecast. The prior week was revised up 1,000 to 216,000. No major industry drivers were cited.
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Consumer Price Index (CPI), May 2026
Released ~ June 10, 2026
The Consumer Price Index for All Urban Consumers (CPI-U) rose to 335.123, up 0.5% seasonally adjusted from April's unrevised 0.6% gain and matching consensus. The 12-month rate accelerated to 4.2% from 3.8%. Energy, led by a 7.0% gasoline surge, drove over 60% of the increase; shelter added 0.3%.
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Advance Retail Sales: Retail Trade, May 2026
Released ~ June 17, 2026
Retail trade sales rose 1.0% m/m in May to a level reflecting $763.7 billion total retail and food services (up 0.9% vs. consensus 0.5%). April revised to +0.4% from +0.5%. Gains driven by nonstore retailers and higher gasoline prices.
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