ANALISTA Igor Pereira Posted 19 hours ago ANALISTA Report Share Posted 19 hours ago The United States real estate sector has just recorded a worrying milestone that signals severe deflationary pressure on property prices. Recent data from Redfin indicate that the number of sellers active in the market exceeds that of buyers in more than 600,000 people. This is the greatest gap between supply and demand ever recorded in history, reflecting a freeze in purchase intentions at a time of macroeconomic uncertainty and persistent interest rates. By Igor Pereira, financial market analyst, Junior member WallStreet NYSE.The volume chart of market participants reveals a clear divergence that began in 2024 and was dramatically accentuated in early 2026: Free Fall of Buyers: The number of active buyers fell to about 1.36 million, the lowest level in over a decade. Resilience of the Offer: In the meantime, the number of sellers, although slightly back from the peak of 2025, remains close to 1.96 million. Structural Impact: This supply surplus generally precedes a drop in average sales prices, as the accumulated stock forces sellers to be more flexible in the negotiations. Global context: Capital Rates and Flows This imbalance occurs in parallel with a high commercial tension scenario. The Trump government's recent maneuver to impose 15% surcharges via Section 122 — after the Supreme Court's defeat on IEEPA tariffs, it creates a climate of uncertainty that directly affects American consumer confidence. With the cost of living pressed by trade barriers, the acquisition of new properties becomes a secondary priority for many families. Market Impact and Opportunities Dollars and Interest: A weak real estate market can pressure the Federal Reserve to reconsider its aggressive stance, which would directly impact the income of the Treasures and the strength of the Dollar. Metals and Construction: The fall in demand for new houses is reflected in industrial demand. However, as previously analyzed by Wyckoff, the Copper remains resilient above $5.75/lbs due to the energy supercycle, partially mitigating the weakness of the housing sector. Gold (XAU/USD): The weakening of an economic pillar such as real estate reinforces the gold thesis as a value reserve, especially with India breaking records of physical import. Operate the American Crisis with Institutional IntelligenceWhere retail sees fear, the professional trader sees liquidity. The imbalance in the US real estate market is just a piece of the puzzle that we're building daily for our members. In ours Premium AreaYou will have access to: Institutional Live Data: See how the capital flow is coming out of the real estate sector and entering into protection assets. Exclusive COT reports: Monitor the positioning of large real estate and commodities funds. XAU/USD Order Terminal: Identify where the institutions are setting up hedge positions. Wyckoff and Premium Analysis: Exclusive projections for the Dollar and Metals based on the American macro fundamentals. VIP channel on Telegram: Real-time insights into how each inflation or housing data impacts your trade. Don't get stuck in saturated markets. Follow the flow of smart money. ACCESS THE EAST PICTURE EXPERTFX SCHOOL NOW Visitante_1469ba62 and Ralney de oliveira dantas 1 1 1 Perfect! Thanks! Love it! Haha Confused :/ Oush! Wow! Liked! × 💬 Did you like this content? Your feedback is very important! Liked! Perfect! Thanks! Love it! Haha Confused :/ Oush! Wow! Quote Link to comment Share on other sites More sharing options...
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