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US Construction Spending Unexpectedly Falls in June

Created at 3 Aug · 2:34 PM1 source↑ Market-relevant
IN SHORT

U.S. construction spending unexpectedly dipped 0.1% in June, missing economists' forecasts for a 0.2% increase. Higher mortgage rates continued to weigh on residential construction, which fell 3.3% year-over-year.

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Key Numbers

0.1%June construction spending decline
0.2%Forecasted construction spending increase
3.2%Year-over-year construction spending decline
0.2%May private construction spending decline
0.3%June residential construction decline
0.6%June single-family housing project decline
3.3%Year-over-year single-family housing decline
0.7%June multi-family housing unit decline
0.1%June private nonresidential structures increase
1.2%June factory project spending decline
6.66%Average 30-year fixed-rate mortgage
70 basis pointsMortgage rate increase since late February

Who's Involved

Commerce Department's Census Bureau
reported June construction spending data
Reuters
polled economists for forecasts
Freddie Mac
provided mortgage rate data

↳ Why This Matters

The unexpected fall in construction spending signals a continued slowdown in the housing market due to elevated mortgage rates, potentially impacting broader economic growth and indicating persistent challenges for the residential construction sector.

Key facts

  • U.S. construction spending fell 0.1% in June, contrary to economists' expectations of a 0.2% increase.
  • Residential construction spending decreased by 0.3%, with single-family housing projects down 0.6%.
  • The average 30-year fixed-rate mortgage reached a one-year high of 6.66% last week.
  • Private nonresidential construction spending saw a slight increase of 0.1%.
  • Public construction projects spending remained unchanged.

U.S. construction spending unexpectedly declined in June, with the Commerce Department's Census Bureau reporting a 0.1% drop. This figure fell short of the 0.2% increase anticipated by economists polled by Reuters. Construction spending was also revised to show it was unchanged in May, instead of a prior report of a 0.1% increase.

On a year-over-year basis, construction spending decreased by 3.2%. Spending on private construction projects eased 0.1%, primarily driven by a 0.3% decline in residential construction. Investment in new single-family housing projects fell 0.6%, marking a 3.3% decrease from the previous year. Multi-family housing unit spending declined 0.7%.

The downturn in residential construction is attributed to rising mortgage rates, with the average 30-year fixed-rate mortgage reaching a one-year high of 6.66% last week, an increase of nearly 70 basis points since late February. Despite the dip in new housing, renovations have seen an increase as higher borrowing costs deter home purchases.

Investment in private nonresidential structures saw a marginal increase of 0.1%, though spending on factory projects decreased by 1.2%. Investment in nonresidential structures has contracted for ten consecutive quarters. Public construction projects remained unchanged, with both state and local government outlays, as well as federal government projects, showing no change.

Frequently asked questions

U.S. construction spending unexpectedly fell by 0.1% in June.

Economists polled by Reuters had forecast construction spending would climb 0.2%, so the actual decline was a surprise.

Higher mortgage rates, which have reached a one-year high, are weighing on homebuilding and residential investment.

No, investment in private nonresidential structures inched up 0.1%, while public construction projects spending remained unchanged.

What Happens Next

01Monitor future construction spending reports for trends in residential and nonresidential investment.
02Observe the impact of mortgage rates on housing market activity and broader economic indicators.

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Cadence

How It Developed

Construction spending dipped 0.1% in June.
May construction spending was revised to show it was unchanged.
Economists had forecast construction spending would climb 0.2%.
Construction spending dropped 3.2% year-over-year.
Spending on private construction projects eased 0.1%.
Investment in residential construction dropped 0.3%.
Spending on new single-family housing projects fell 0.6%.
Spending on multi-family housing units declined 0.7%.

Sources

T1
US construction spending unexpectedly falls in JuneReuters

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