Construction & Building Materials

January 1, 2019

First Quarter 2019 | Segment Focus: Residential Construction

Executive Industry Trends

  • Housing market activity picks up after a tepid second half of 2018 as mortgage rates decline and ease concerns over affordability.

  • 30-year mortgage rates and 10 year treasury yields declined 17 and 27 basis points respectively year-over-year. As the Fed continues its wait-and-see approach on future rate hikes, market sentiment is increasingly predicting that the next move will be to cut rates.

  • The lower-priced entry-level home segment is set to drive further housing market growth as increased prices have slowed demand in the higher-priced move-up and luxury segments.


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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