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Housing Starts (Jul.)

Housing starts surprised on the downside in July, with a 4.8% m/m fall pushing starts to a three-month low. The drop was entirely down to the multifamily sector, with single-family starts holding their ground. The failure of single-family starts and permits to rise in July was a disappointment, but with homebuilder confidence rebounding in August, we still expect starts to rise gradually over the next couple of years.

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