Construction & Building Materials

July 1, 2024

Third Quarter 2024 | Segment Focus: Roads, Bridges, and Highways

Executive Industry Trends

  • During Q3 2024, real GDP expanded, marking the tenth consecutive quarterly increase following a downturn at the beginning of 2022. Construction GDP also rose this quarter, growing at 1.3% compared to 0.7% for the broader economy.

  • Both the residential and non-residential building sectors have enjoyed strong years thus far, with Value Put-inPlace up 4.9% and 5.6% Y-o-Y, respectively, on a seasonally adjusted annual basis.

  • The median sales price of houses sold has further moderated in 2024, with this quarter’s $420,400 value down approximately 4.5% from late 2022 highs.

  • Elevated rates and commodity input prices have proved to be strong headwinds for industry activities; however, the expected cut to the Federal Reserve’s target rate materialized at the end of the quarter with a 50 basis point cut. Further rate cuts could boost affordability for major capital projects and industry activity.


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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