★ Daily Intelligence Briefings (DIBs)Monetary PolicyReal Estate & Construction Rising Rates Could Reverse Fed Progress on Key Shelter Inflation Gauge Amid Home Construction Slowdown The latest data on US home construction showed a significant deceleration in starts and permitting activity, which each fell to…McAlinden Research PartnersApril 16, 2024
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerPolitics & PolicyReal Estate & ConstructionTransportation Nonresidential Construction Spending Boosted by Dam and Rail Allocations in Infrastructure Bill Nonresidential construction spending continues to grow at a double-digit pace YoY in the US. A wave of infrastructure projects, funded…McAlinden Research PartnersOctober 4, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerPolitics & PolicyReal Estate & Construction Strong Nonresidential Construction Revamps US GDP Prospects, Steadies Outlook for Builders Despite a small downturn in nonresidential construction in May, the annual change in spending on those projects jumped to a…McAlinden Research PartnersJuly 24, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerManufacturing & LogisticsPolitics & Policy Buildout of US Broadband Expansion Spurs Fiber Optic Cable Manufacturers to Bolster Capacity The White House's rollout of $42 billion in funding for high speed internet expansion is expected to begin at the…McAlinden Research PartnersJune 29, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerManufacturing & LogisticsReal Estate & Construction Construction Spending Surges in Nonresidential Sector, But US Industrials Lag Homebuilder Performance US nonresidential construction data has shown particular resilience lately, rising close to record highs on a YoY basis. Gauges of…McAlinden Research PartnersJune 7, 2023
★ Daily Intelligence Briefings (DIBs)Economics & TradeReal Estate & Construction China’s Real Estate Recovery Slow to Trigger New Construction, Developers Begin New Fundraising Efforts The first expansion of China's real estate sector since 2021 coincided with a better-than-expected first quarter GDP reading this week, indicating…McAlinden Research PartnersApril 20, 2023
★ Daily Intelligence Briefings (DIBs)Economics & TradePolitics & PolicyReal Estate & Construction China Attempts to Counter Property Downturn and Manage Contagion by Loosening Up More Liquidity China's latest plan to stymie the decline of its massive property sector is significantly broader than previous measures. The sixteen-point…McAlinden Research PartnersNovember 14, 2022
★ Daily Intelligence Briefings (DIBs)Economics & TradeReal Estate & Construction Homebuilder Sentiment Underwater as Housing Starts Stumble, Sales Data Sours The latest housing market index from the National Association of Home Builders (NAHB) marked a rough start to the month's schedule…McAlinden Research PartnersAugust 16, 2022
★ Daily Intelligence Briefings (DIBs)Economics & TradeMonetary PolicyReal Estate & Construction China’s Stimulus Measures Reverse Lending Decline, But Deeply Indebted Developers Continue to Suffer Overwhelming debt loads in China's real estate sector, exacerbated by relentless weakness in home sales data, is has created a continual drag…McAlinden Research PartnersJune 29, 2022
★ Daily Intelligence Briefings (DIBs)Monetary PolicyReal Estate & Construction Steeper Mortgage Rates Spark Homebuilder Sell-Off But Building Activity Yet to Slow Home sales have slowed over the past few months in spite of building activity remaining at or near 16-year highs.…McAlinden Research PartnersApril 27, 2022