★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesManufacturing & LogisticsReal Estate & Construction Copper’s Climb Set to Continue on Renewed Fiscal Stimulus and Short Supply Copper has continued its surge into 2021. With new rounds of fiscal stimulus measures coming to boost consumer and infrastructure…McAlinden Research PartnersJanuary 12, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerReal Estate & Construction Housing Data Continues to Boom as Work From Home and Bargain Rates Fuel Ongoing Demand Home sales rose 20% YoY last month. With inventory in continual decline, homebuilders are expected to boost their plans to…McAlinden Research PartnersDecember 1, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerReal Estate & Construction Home Sales Stay Hot, Single-Family Starts Pick Up Steam On an annual basis, September's new home sales were up by almost a third. Homebuilders are radiating with record optimism while…McAlinden Research PartnersOctober 28, 2020
★ Daily Intelligence Briefings (DIBs)MarketsReal Estate & Construction Meet the Big Winners of the Mortgage Lending Boom Residential mortgage lenders and servicers are living their best life right now, as business activity surges to all-time highs. For various…McAlinden Research PartnersOctober 26, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerLabor, Education & DemographicsReal Estate & Construction Homebuilders Continue Their Unrelenting Rally on Rising Sales and Suburban Surge August housing data, along with record homebuilder sentiment in September, shows the market still on a tear. Though material costs…McAlinden Research PartnersSeptember 29, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesReal Estate & Construction Homebuilders, Decking, and DIY Launch Lumber to New Highs Lumber prices touched a new record yesterday amid an ongoing rebound in the housing market, as well as an explosion in…McAlinden Research PartnersAugust 18, 2020
★ Daily Intelligence Briefings (DIBs)Labor, Education & DemographicsReal Estate & Construction Office and Student Housing REITs: Similar Concerns, Different Outcomes Real estate investment trusts (REITs) specializing in office space and student housing are lagging the broad equity market and real…McAlinden Research PartnersJuly 27, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesReal Estate & Construction MRP Adds Long Lumber Producers as a New Theme Following a dramatic selloff during this year’s market meltdown, lumber has more than recovered and is now trading far above…McAlinden Research PartnersJuly 23, 2020
⚑ Joe Mac's Viewpoints⦁ Theme TrackerMonetary PolicyReal Estate & Construction Record Low Rates Power the Housing “V” – Joe Mac’s Market Viewpoint Homebuilder stocks were not spared by the downturn in equities we saw in March-April amid the global outbreak of COVID-19,…McAlinden Research PartnersJune 30, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerReal Estate & Construction Homebuilders Healing as Buyers Swell and Stocks Rally Early indications point to housing data bouncing off of a bottom in the April – May period. Homebuilders have rallied…McAlinden Research PartnersJune 9, 2020