For this subscriber update, we’re examining a lesser-known but historically powerful macro relationship: the interaction between U.S. housing market cycles and the Dow Jones Industrial Average on a long-term, monthly basis.
Using a proprietary composite of U.S. housing data overlaid against the Dow, we explore how major inflection points in housing activity have coincided with critical turning points in the broader stock market across multiple decades.
In the analysis below, subscribers will find a video walk-through and a detailed monthly chart illustrating how this housing-based data composite has aligned with prior market phases; and how it may factor into the developing outlook for 2026.
The full chart and forward-looking interpretation are available to subscribers only.