★ 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
★ Daily Intelligence Briefings (DIBs)Economics & TradeReal Estate & Construction Housing Data Points Toward Potential Slowdown on the Horizon, Mortgage Rates Soar to Three-Year Highs The red-hot US housing market could be approaching an inflection point in coming months as home prices continue to soar…McAlinden Research PartnersMarch 24, 2022
★ Daily Intelligence Briefings (DIBs)MarketsMonetary PolicyReal Estate & Construction China Leans on Loosening up Mortgages to Boost Real Estate Sector, Maintain Economic Growth Following another round of missed coupon payments by China's Evergrande, default is looking more inevitable than ever. A long road…McAlinden Research PartnersDecember 8, 2021
★ Daily Intelligence Briefings (DIBs)CommoditiesReal Estate & Construction Latest Housing Data Points to More Gradual Growth for Homebuilders October's home sales and construction data largely missed estimates and continued a downward trajectory from peaks reached earlier in the year.…McAlinden Research PartnersDecember 1, 2021
★ Daily Intelligence Briefings (DIBs)Real Estate & Construction Homebuilders Step Up Investment in 3D Printing to Boost Output and Efficiency 3D printing technology continues to make waves in the construction industry, offering a potential solution for both worker shortages and a national…McAlinden Research PartnersNovember 1, 2021
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradeManufacturing & Logistics Lumber Prices Have Room to Run After Bottoming Out, Demand Rebounds and Production Slowing After an historic run-up in the price of lumber that began at the start of the pandemic, futures finally came…McAlinden Research PartnersOctober 11, 2021
★ Daily Intelligence Briefings (DIBs)Economics & TradePolitics & PolicyReal Estate & Construction China Faces a Real Estate Reckoning with Evergrande Default Imminent The ongoing collapse of China's Evergrande Property Group is the top financial headline around the world, as the firm faces an almost certain default.…McAlinden Research PartnersSeptember 21, 2021
★ Daily Intelligence Briefings (DIBs)MarketsMonetary PolicyReal Estate & Construction Homebuilders Hold Strong In Spite of Softer Data, But Fed Policy Could Shift the Balance Homebuilder stocks have been heading higher over the past few months, defying a softening of construction and sales data. Homebuilder sentiment…McAlinden Research PartnersSeptember 1, 2021
★ Daily Intelligence Briefings (DIBs)CommoditiesReal Estate & Construction Homebuilders Set to Bolster Profitability, Mortgage Rates Retrace Back to 5-Month Low Home sales have weakened over the last couple of months and the latest data show potential home buyers may be increasingly…McAlinden Research PartnersJuly 21, 2021
★ Daily Intelligence Briefings (DIBs)CommoditiesEnergy & EnvironmentManufacturing & Logistics Sand Forecast to be in Short Supply as Mineral-Intensive Construction Projects Quickly Pile Up Sand, a key raw material utilized in infrastructure, energy, and construction projects, is forecast to soon be in short supply.…McAlinden Research PartnersMay 27, 2021