According to @QCompounding, Home Depot (HD) and Lowe’s (LOW) dominate U.S. home-improvement retail and tend to benefit both when housing markets expand and as the housing stock ages (source: @QCompounding on X, Dec 22, 2025). Company filings confirm they are the two largest U.S. home-improvement chains by sales, serving both professional contractors and DIY consumers, a mix that ties results to housing turnover and repair-remodel demand (source: Home Depot FY2023 Form 10-K; Lowe’s FY2023 Form 10-K). For trading setups, monitor U.S. housing starts and existing home sales for cyclical upside and the Harvard JCHS remodeling indicators for aging-home tailwinds, which historically drive home-improvement spend (source: U.S. Census Bureau; Harvard Joint Center for Housing Studies LIRA). For crypto read-through, risk-on phases in equities have coincided with higher BTC–equity correlation since 2020, making these housing data potential sentiment signals (source: Bank for International Settlements 2022 Bulletin).

According to Stock Talk (@stocktalkweekly), Home Depot's CFO stated that the company will not raise prices in response to tariffs. This decision signals price stability in the retail sector, which may support overall consumer confidence. For traders, stable pricing at major retailers like Home Depot can reduce inflationary fears, potentially benefiting both retail stocks and risk-on assets like cryptocurrencies. As inflation concerns ease, crypto market sentiment could see a positive shift, especially among investors tracking macroeconomic indicators. Source: Stock Talk on Twitter, May 20, 2025.