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Economic CalendarCensus Bureau · last release Sep 17, 2026

Housing Starts Release Dates 2026 and Market Reaction

The next Housing Starts and Building Permits is scheduled for Tuesday, October 20, 2026 at 8:30 AM ET. On 396 Housing starts days since 1993, SPY's move landed in the biggest quarter of all trading days 25.5% of the time, against 25% for any day, within two standard errors (±4.4 points) of chance: by this measure a Housing starts day is indistinguishable from a normal session. The median move was 0.54% against 0.53% on all days.

Next Housing startsas of 2026-10-02
Tue, Oct 20
2026 · 8:30 AM ET
Latest print · Housing Starts
1.27Mfrom 1.31M

August 2026, released Sep 17, 2026

Release days in top quarter
25.5% vs 25%
Median SPY move
0.54% vs 0.53%
01

Upcoming Housing starts dates

  • Tuesday, October 20, 20268:30 AM ET
  • Wednesday, November 18, 20268:30 AM ET
  • Thursday, December 17, 20268:30 AM ET

Schedule: FRED release 27. Release record since 1960.

02

Does the market move on release day?

On 396 Housing starts days since 1993, SPY's move landed in the biggest quarter of all trading days 25.5% of the time, against 25% for any day, within two standard errors (±4.4 points) of chance: by this measure a Housing starts day is indistinguishable from a normal session. The median move was 0.54% against 0.53% on all days. SPY closed higher on 52.5% of release days against 53.6% of all days. The 10-year Treasury yield moved a median 3.1 bp either way, against 3.2 bp on all days.

Release days since 1993
396
Median |SPY move|
0.54%
all days 0.53%
In the top quarter of moves
25.5%
a normal day 25% · ±4.4 pts is chance
SPY closed higher
52.5%
all days 53.6%
Median |10-year yield move|
3.1 bp
all days 3.2 bp
Mean SPY return
+0.03%
all days +0.04%

When the headline Housing Starts came in above its prior reading (196 days), release days carried an average SPY return of +0.10%; when it came in below (197 days), an average SPY return of −0.06%.

The top quarter means a close-to-close SPY move of 1.04% or more either way, the 75th percentile of every trading day since 1993. Headline values are today's revised figures, and no consensus forecasts are used, so above and below compare each print with the previous print. This is not a surprise study: markets react to the gap between a release and what was expected.

-4%-0.7%2.7%20222023202420252026+1.13%
SPY close-to-close move on each Housing starts release day over the last five years
03

Recent Housing starts releases

ReleasedPeriodHousing StartsPriorSPY10-year
Sep 17, 2026August 20261.27M1.31M+1.13%−5.9 bp
Aug 18, 2026July 20261.31M1.44M−0.68%−1.8 bp
Jul 17, 2026June 20261.44M1.18M−0.99%−2.8 bp
Jun 16, 2026May 20261.18M1.41M−0.60%−4.1 bp
May 21, 2026April 20261.41M1.52M+0.20%+1.4 bp
Apr 29, 2026March 20261.52M1.35M−0.02%+6.4 bp
Mar 12, 2026January 20261.39M1.38M−1.52%+6.5 bp
Feb 18, 2026December 20251.38M1.32M+0.50%+2.7 bp
Jan 9, 2026October 20251.27M1.32M+0.66%−1.2 bp
Sep 17, 2025August 20251.29M1.43M−0.12%+5.0 bp
Aug 19, 2025July 20251.43M1.38M−0.54%−3.9 bp
Jul 18, 2025June 20251.38M1.29M−0.07%−3.1 bp
Jun 18, 2025May 20251.29M1.40M−0.02%+0.4 bp
May 16, 2025April 20251.40M1.35M+0.63%−1.4 bp
Apr 17, 2025March 20251.35M1.49M+0.14%+5.4 bp
Mar 18, 2025February 20251.49M1.35M−1.08%−2.5 bp
Feb 19, 2025January 20251.35M1.49M+0.24%−0.9 bp
Jan 17, 2025December 20241.49M1.30M+1.00%+0.3 bp
Dec 18, 2024November 20241.30M1.37M−2.98%+10.9 bp
Nov 19, 2024October 20241.37M1.36M+0.37%−3.5 bp
Oct 18, 2024September 20241.36M1.39M+0.38%−2.3 bp
Sep 18, 2024August 20241.39M1.27M−0.30%+4.3 bp
Aug 16, 2024July 20241.27M1.32M+0.22%−3.4 bp
Jul 17, 2024June 20241.32M1.32M−1.40%−2.1 bp

Newest first. Values are today's revised data; a dash means no matched value.

04

What it measures

The monthly count of new homes started and permits issued, the earliest read on residential construction.

Published by
Census Bureau (Census)
Release time
8:30 AM ET
Schedule source
FRED release 27
05

Frequently asked questions

When is the next Housing starts release?

The next Housing Starts and Building Permits is scheduled for Tuesday, October 20, 2026 at 8:30 AM ET. After that: Wednesday, November 18, 2026; Thursday, December 17, 2026. Source: Census Bureau.

What time is the Housing starts released?

The Census Bureau publishes the Housing Starts and Building Permits at 8:30 AM Eastern Time on its scheduled release days.

Does the stock market move on Housing starts days?

On 396 Housing starts days since 1993, SPY's move landed in the biggest quarter of all trading days 25.5% of the time, against 25% for any day, within two standard errors (±4.4 points) of chance: by this measure a Housing starts day is indistinguishable from a normal session. The median move was 0.54% against 0.53% on all days. SPY closed higher on 52.5% of release days against 53.6% of all days. The 10-year Treasury yield moved a median 3.1 bp either way, against 3.2 bp on all days.

How did the market react to the last Housing starts release?

On Thursday, September 17, 2026, SPY moved +1.13% close to close and the 10-year Treasury yield −5.9 bp. The headline Housing Starts read 1.27M against 1.31M before.