The Sullivan Report's Spring 2026 Construction, Cement & Concrete Outlook analyzes how geopolitical risks may delay construction recovery and reshape cement demand.

AI’s impact on jobs unfolds in stages - slowing hiring first, displacing some roles next, and eventually lowering rates to support construction growth.

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

Economic data support a Fed pause as inflation stays elevated, labor markets cool, and interest rates remain higher into early 2026.

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.