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Economy/Months Supply
HousingUpdated with every release

New Homes: Months of Supply

The ratio of new houses for sale to new houses sold, expressed as months of inventory at the current sales rate — the Census Bureau's core supply-demand balance gauge for the new-construction market, monthly since 1963.

Latest reading

As of May 2026, Months Supply (Months of supply) stands at 10.3 mo — up from 9.3 mo the prior reading. Around 4-6 months is a balanced market. Readings above ~8 months signal serious oversupply — the metric spent 2008-2009 above 10 — while below 4 months marks a seller's market. Supply spikes can come from either rising inventory or collapsing sales; the under-construction pipeline tells you which. Series history runs from 1963 to present.

Sources, methodology & freshnessLast updated 2026-07-20 · Open ↓
Source
US Census Bureau via FRED (MSACSR), monthly, seasonally adjusted
Methodology
Complete monthly history, charted as released — release-dated readings, no smoothing or adjustment beyond what the chart legend states
Updates
Monthly, with every releaseLast: 2026-07-20
Maintained & reviewed by Yuriy Matso — methodology shown on the page.
Months SupplyReleased 2026-06-24covers May 2026
10.3 mo
from 9.3 mo

Months of supply

All-time high 12.2 mo (2009-01)
All-time low 3.3 mo (2020-10)
Since 1963
Observations 761

Next release: Jul 24, 2026

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Full history

Range:
Months of supply12-month averageSPY price (right, since 1993)
02

Methodology & data

Months Supply is sourced from Census via the Federal Reserve's FRED service (US Census Bureau via FRED (MSACSR), monthly, seasonally adjusted). We pull the complete history, chart it on a monthly basis, overlay SPY for context, and generate a dated plain-English reading from the latest release — with no smoothing or adjustment beyond what the chart legend states.

Every reading is stamped with its release date, last updated 2026-07-20. Maintained and reviewed by Yuriy Matso; see our methodology for the standards every series on the site is held to.

03

Frequently asked questions

What is the New Homes: Months of Supply?

The ratio of new houses for sale to new houses sold, expressed as months of inventory at the current sales rate — the Census Bureau's core supply-demand balance gauge for the new-construction market, monthly since 1963.

How do you read Months Supply?

Around 4-6 months is a balanced market. Readings above ~8 months signal serious oversupply — the metric spent 2008-2009 above 10 — while below 4 months marks a seller's market. Supply spikes can come from either rising inventory or collapsing sales; the under-construction pipeline tells you which.

Where does the Months Supply data come from?

US Census Bureau via FRED (MSACSR), monthly, seasonally adjusted. We chart the full history and publish a dated, plain-English reading with every release; the raw series is downloadable as CSV at /data/indicators/new-home-months-supply.csv.

How often is Months Supply updated?

Months Supply is a monthly series from Census, refreshed here as soon as a new release posts to FRED.

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