March 2026 economic data signals a softening, but the outlook hinges on Strait of Hormuz disruptions driving oil prices, inflation, and construction risk.

Understand three Alternate economic construction and cement forecasts analyzing how the Iran conflict is impacting inflation, rates, and the timing of a U.S. construction recovery.

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

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.

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.

Following the last employment report and revisions, The Fed cutting rates in September was anticipated. Stronger-than-expected PPI data challenges expectations of a Fed rate cut in September, with core prices rising 3.7% annually.

Recent evidence suggests the U.S. economy may be drifting toward a slower growth path - becoming fragile. While job numbers can be volatile, job growth is slowing and trend toward further weakening. There are signs consumer is struggling under the weight of inflation.