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News & Articles


Highway Spending Faces Another Year of Decline
U.S. cement and construction markets face another year of contraction given inflation's impact on highway construction, a broken Highway Trust Fund, and IIJA replacements.
Ed Sullivan
Nov 11, 20257 min read


No Evidence of Tariff Inflation. Interest-Rate Easing Remains on Track.
CPI eases to 3.0% YoY as Fed prepares rate cuts; lower yields and a 2026 construction recovery take shape amid ongoing government shutdown.
Ed Sullivan
Oct 24, 20252 min read


Succession: Monetary Policy After Powell
With Jerome Powell’s term as Chair ending in 2026, the direction of monetary policy—and its impact on interest rates, inflation, and construction—may hinge on his successor.
Ed Sullivan
Oct 15, 20257 min read


The Shutdown's Impact on the Economy and Construction
The shutdown crisis escalates: government RIF plans signal permanent layoffs, amplifying risks of lost spending, weak confidence, and lasting economic harm.
Ed Sullivan
Oct 1, 20256 min read


The Home Insurance Crisis
The Home Insurance Crisis? Climate change disasters. Skyrocketing premiums. Insurers leaving markets. Construction codes' dramatic shifts.
Ed Sullivan
Sep 24, 20256 min read


Summary: Alternative Mid-Year Economic Forecast Scenarios
The Sullivan Report's latest update details alternative economic scenarios to its Baseline forecast. It assesses the potential for different outcomes under various assumptions regarding the impact of tariffs, monetary policy, and overall economic resiliency through 2030.
Ed Sullivan
Sep 19, 20256 min read


Why The Fed Might Cut Rates 50 Basis Points Next Week
The Sullivan Report notes that The Fed faces new risks as job growth weakens, unemployment claims rise, and credit card debt surges - threatening consumer spending ahead of the FOMC meeting.
Ed Sullivan
Sep 11, 20253 min read


Oil & Well Construction: Slowing Economic Outlook
Oil prices are expected to decline this year and next which will impact inflation, consumer spending, some regional economic performances, drilling activity, and oil-well cement consumption in the United States. Each of these factors impact the near-term outlook for the economy and cement consumption.
Ed Sullivan
Aug 14, 20255 min read
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