Jeremy Oles
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| Time(GMT+0/UTC+0) | State | Importance | Event | | Previous |
| 12:00 |  | 2 points | Building Permits (Jul) | 1.354M | 1.393M |
| 14:00 | | 2 points | New Home Sales (MoM) (Jul) | ———- | 0.6% |
| 14:00 | | 3 points | New Home Sales (Jul) | 635K | 627K |
| 23:15 | | 2 points | FOMC Member Williams Speaks | ———- | ———- |
Summary of Upcoming Economic Events on August 25, 2025
United States – Housing Sector in Focus
Building Permits (Jul) – 12:00 UTC
- Forecast: 1.354M (Prev. 1.393M)
- Impact: A decline suggests a slowdown in residential construction, a leading indicator for housing demand. Weak permits can weigh on building-related equities and signal broader economic cooling.
New Home Sales (MoM, Jul) – 14:00 UTC
- Prev.: +0.6%
- Impact: Monthly growth indicates resilience in demand. A slowdown could reinforce signs of stress in the housing market.
New Home Sales (Jul) – 14:00 UTC
- Forecast: 635K (Prev. 627K)
- Impact: A modest rise shows limited housing demand recovery. If sales miss, it pressures homebuilder stocks and reflects tighter credit conditions.
U.S. Federal Reserve Commentary
FOMC Member Williams Speaks – 23:15 UTC
- Impact: As NY Fed President, Williams’ tone is influential for Fed policy outlook.
- Hawkish remarks could strengthen USD and lift yields.
- Dovish tone may support equities and weaken the dollar.
Market Impact Analysis
- Housing Market: Key driver today. Weak permits combined with slowing new home sales would highlight real estate sector weakness, often an early sign of broader economic strain.
- Fed Influence: Williams’ speech could reinforce or soften market reactions depending on alignment with Powell’s Jackson Hole tone from Aug 22.
- Asset Sensitivity:
- USD & Yields: Strong housing data + hawkish Fed tone → USD up.
- Equities: Weak housing + dovish tone → equities may rebound.
- Commodities: Housing softness typically dampens demand for construction-linked commodities (e.g., lumber, copper).
Overall Impact Score: 6/10
- Moderate day, with housing market data providing the main fundamental insight.
- Fed commentary may spark late-session moves, especially if diverging from Powell’s prior Jackson Hole guidance.
