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Housing recovery signals improvement for manufacturing, Michael Kantro indicates

Housing recovery signals improvement for manufacturing, Michael Kantro indicates
Housing recovery helps manufacturing in 2026

Michael Kantro highlights that while housing remains weak, it no longer acts as the cyclical drag it was a few years ago.

He notes that better housing activity data in 2025 was one of the signals supporting the manufacturing PMI recovery now visible in 2026. Kantro adds that this is not a housing-led recovery, but necessary improvements have been observed.

Kantro previously pointed to strong performance in small-cap stocks, citing market broadening for the first time since 2021 in a recent note. He has also observed that explosive AI spending and a five-year high in S&P 500 EPS upgrades have contributed to broad market strength, according to a separate commentary. These observations come amid his ongoing tracking of sector-specific improvements.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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