The market shouldn't like the housing starts numbers. The whole "housing recovery" story the mainstream media keeps trying to push is bullshit. While there are a few areas which have been experiencing some good home sales, the majority of the U.S. has not, and many of the housing numbers which have been put forth by the mainstream media over the last year are exaggerated and/or taken out of context to make things seem better than they really are. Trust me, the NAR (National Association of Realtors) is one of the most powerful lobbist organizations in the country.