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Forecast Expectations for Tomorrow’s Economic Data: Nov. 25, 2025

Forecast Expectations for Tomorrow’s Economic Data: Nov. 25, 2025

Posted November 26, 2025 at 8:14 am

Jose Torres
IBKR Macroeconomics

The economic calendar has begun to slowly normalize following the blockage of critical data due to the record-long US government shutdown. And with the return of pivotal statistics, we’re witnessing a comeback in forecast orders tied to the results of economic indicators, including home sales and residential building permit volumes.

New Home Sales to Slow

IBKR Forecast Traders and the Wall Street consensus estimate expect a huge slowdown in new home sales in the US. The 800k seasonally adjusted annualized units (SAAU) from August are expected to fall to around 673k in the former source, which is calculated by the coin-flip level between the 71% “Yes” at 650k and the 40% Yes at 700k. Meanwhile, the Bloomberg median across surveyed economists is at 710k.

Forecast Contract - Will sales of new single-family homes exceed 650,000 in September 2025?

Forecast Contract - Will sales of new single-family homes exceed 700,000 in September 2025?

Prices To Remain Steady However

Forecast traders expect the median price of those new homes sold in the US to remain near August’s $413.5k, since the “Yes” and “No” contract pricing at $410k and $415 of $0.57 and $0.66 indicate a coin-flip level between those two thresholds.

Forecast Contract - Will the median new home sales price exceed $410,000 in September 2025?

Forecast Contract -Will the median new home sales price exceed $415,000 in September 2025?

Estimates Are Neck and Neck for US Permits

Turning to building permits, the Bloomberg consensus estimate of 1.34 million SAAU is neck and neck with the 1.34 million coin-flip level on the IBKR ForecastTrader. A result in-line with expectations would mark a modest increase from August’s 1.33 million.

Forecast Contract -Will US Building Permits exceed 1,300,000 in September 2025?

Forecast Contract - Will US Building Permits exceed 1,350,000 in September 2025?

Source for images: ForecastEx

Note: Prices are highest bids as of the morning of Nov. 25, 2025. Dates will expiration as also as of morning of Nov. 25, 2025

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Disclaimer:

Forecast Contracts are only available to eligible clients of Interactive Brokers LLC, Interactive Brokers Canada Inc., Interactive Brokers Hong Kong Limited, Interactive Brokers Ireland Limited and Interactive Brokers Singapore Pte. Ltd.

Futures, event contracts and forecast contracts are not suitable for all investors. Before trading these products, please read the Forecast Contract Risk Disclosure. Displayed outcomes and prices are based on real-time market sentiment from ForecastEx LLC, an affiliate of Interactive Brokers Group. Interactive Brokers Ireland Limited does not make recommendations with respect to any products available on its platform, including those offered by ForecastEx.

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This material is from IBKR Macroeconomics, an affiliate of Interactive Brokers LLC, and is being posted with its permission. The views expressed in this material are solely those of the author and/or IBKR Macroeconomics and Interactive Brokers is not endorsing or recommending any investment or trading discussed in the material. This material is not and should not be construed as an offer to buy or sell any security. It should not be construed as research or investment advice or a recommendation to buy, sell or hold any security or commodity. This material does not and is not intended to take into account the particular financial conditions, investment objectives or requirements of individual customers. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.

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