★ 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)CommoditiesManufacturing & LogisticsReal Estate & Construction Lumber Prices Higher On Low Inventory and New Tariffs, Housing Data Points Toward Robust Demand in 2022 Lumber prices have rebounded strongly over the last month amid ongoing supply chain disruptions and strong building demand. After rallying to…McAlinden Research PartnersDecember 20, 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)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)CommoditiesReal Estate & Construction Lumber’s Tumble Could Spell Renewed Strength in Housing Market, Homebuilder Shares After soaring to unprecedented heights this year, the price of lumber just posted its largest weekly loss on record. Builders…McAlinden Research PartnersJune 21, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesManufacturing & LogisticsReal Estate & Construction Lumber Prices May Be Set to Peak as Production Rises and Consumers Shift Spending Toward Re-Opening Trades Lumber futures have soared by more than 400% from the bottom of 2020's COVID crash, but the year-long run may…McAlinden Research PartnersApril 26, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesReal Estate & Construction Lumber Prices Line Up All-Time Highs with Residential Construction and Renovations on the Rise Lumber futures are nearing $1000 and even the cheapest contract on the market is now above the pre-pandemic record. Single-family starts and homebuilder…McAlinden Research PartnersFebruary 18, 2021