Construction & Building Materials

January 1, 2018

First Quarter 2018 | Segment Focus: Residential Construction

Executive Trends

  • Favorable macroeconomic environment leads to increased residential construction activity and new home sales in the midst of existing home inventory shortages.

  • 30-year mortgage rates and 10-year Treasury yields increased 24 and 36 BPS year-over-year.

  • The Fed’s raising of rates has caused a negative shift in investor sentiment to homebuilders in particular in the face of continued growth and a favorable macroeconomic environment.


IN THIS ISSUE

Construction Overview

  • GDP

  • Unemployment

  • Value Put-In-Place

  • 10-Year Yield and Real Broad Dollar Index

Sector Focus

  • Residential Construction 

  • 30-Year Mortgage Rates

  • NAHB Indices

  • Housing Starts & Building Permits

  • New and Existing Home Sales & Months Supply

Sector Roundup

  • Building Materials

  • Roads, Highways, and Bridges 

  • Non-Residential Construction 

Bellwether Stocks and Industry Participants

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