AI Data Insight
In the third quarter of 2026, the quarter-over-quarter contribution of US residential investment to GDP dropped to -0.12 percentage points, turning negative from the previous Q2 reading of 0.05 percentage points. Although the overall US economy performed strongly, supported by AI construction and consumption, persistently high mortgage rates led to an annualized decline of 3.3% in residential investment, making it one of the few items dragging down economic growth.