Construction & Building Materials

July 1, 2019

Third Quarter 2019 | Segment Focus: Roads, Bridges, and Highways

Executive Industry Trends

  • Residential construction has begun to rebound out of its trough after declining through the second half of 2018. Mortgage rates have declined to multi-year lows.

  • State and local governments have increased spending on much-needed infrastructure projects but are beginning to face budgetary constraints and the expiration of FAST Act funding.

  • Ongoing trade tensions and uncertainty have cast a cloud over future business investment as industrial output has stagnated.

  • The Fed cut the federal funds rate in July and September, the first cuts since 2008, as the 10-year treasury yield has continued to decline.


IN THIS ISSUE

Construction Overview

  • GDP

  • Unemployment

  • Value Put-In-Place

  • 10-Year Yield and Real Broad Dollar Index

Sector Focus

  • Roads, Bridges, and Highways

  • Government Consumption and Investment

  • Production Input Costs 

Sector Roundup

  • Residential Construction 

  • Building Materials 

  • Non-Residential Construction 

Bellwether Stocks and Industry Participants

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