Construction & Building Materials

January 2, 2017

First Quarter 2017 | Segment Focus: Residential Construction

Executive Trends

  • Favorable macroeconomic environment led to increased residential construction activity and home sales.

  • 30-Year mortgage rates and 10-Year treasury yields have increased 51 and 59 BPS year-over-year.

  • The Fed’s raising of rates has yet to have a material impact on construction demand as expectations of economic growth outweighed increased borrowing costs.


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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