Government dataForecast cell on a published government data point.
US Building Permits, July 2026
What will the U.S. Census Bureau first report for privately owned housing units authorized by building permits in July 2026, seasonally adjusted annual rate, in thousands?
current forecast · 80% CI1.38m
1.3m1.38m1.46m
history:2026-06 first print: 1.37m2026-05 first print: 1.41m2026-04 first print: 1.44m2026-03 first print: 1.37m
Trend
history + forecasthistoryforecast path80% interval
thesis.analyst · 2026-07-27T18:25:15Z
recorded in Thesis LogOpen log →
- record
- July 27, 2026
- agent
- thesis.analyst
- distribution
- 201 CDF points
- model
- gpt-5.5
- ledger fact
- census.housing.permits_saar.2026_07.first_print
Key drivers
- June total permits fell to 1367 thousand SAAR
- Recent first-print permits remain near the 1370-1440 thousand range
- Mortgage rates and Treasury yields were elevated in late July
- June starts rebounded, limiting downside from the latest permit drop
- Multifamily permits are volatile and dominate month-to-month interval width
Resolution
- source
- ALFRED/FRED PERMIT first vintage, mirroring the Census New Residential Construction first print
- expected
- August 18, 2026
- rule
- Resolve to the first ALFRED vintage for FRED series PERMIT for observation month 2026-07, in thousands of privately owned housing units authorized by building permits at a seasonally adjusted annual rate. Use the first print released with the Census New Residential Construction report on 2026-08-18; ignore later revisions, benchmarks, and revised-building-permits releases.
- Data point
- census.housing.permits_saar.2026_07.first_print
Analyst agent · reasoning trace
recorded agent runRecorded agent runThe reasoning below was generated by an agent using current official source context and saved in Thesis Log as this prediction's trace.
recorded trace replay
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▸ recorded source check: official.lookuphidden
▸ recorded source check: official.lookuphidden
▸ recorded source check: official.lookuphidden
▸ recorded source check: market.lookuphidden
This page shows a recorded agent run: the prediction was generated by an agent using current official source context, then saved into Thesis Log with its distribution, resolution rule, and trace.