After three consecutive years of decline, the U.S. cement and concrete industries have lost more than 10 million metric tons of annual cement consumption since their 2022 peak. High inflation and elevated interest rates continue to suppress public and private construction activity, particularly homebuilding. Despite a structural underbuild of millions of homes, affordability remains the key constraint. Let's explore 6the mortgage rate outlook and why a 5.5% threshold is criti

December jobs data shows the labor market cooling without recession risk, reinforcing a Fed pause as attention shifts to inflation trends.

New labor and inflation data show economic cooling, raising the likelihood of faster Fed easing and lower long-term interest rates into 2026.

New labor and inflation data show economic cooling, raising the likelihood of faster Fed easing and lower long-term interest rates into 2026.

The Sullivan Report analyzes the post-2026 IIJA replacement, outlining four policy scenarios and their implications for U.S. cement demand, infrastructure spending, and market risk.

The 2025 federal government shutdown ended after six weeks with a short-term funding deal - through Jan. 2026 - delaying key issues but causing modest GDP and construction funding impacts.

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.

CPI eases to 3.0% YoY as Fed prepares rate cuts; lower yields and a 2026 construction recovery take shape amid ongoing government shutdown.