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Join date: May 18, 2025
About
For 30 years, Ed Sullivan has been a top economist offering clear-eyed analyses and "no-nonsense" commentary to industry leaders and suppliers in the construction, cement, and materials-driven markets. His precise, data-driven outlooks are relied on to help organizations navigate volatile markets, inflationary pressures, and shifting policy landscapes in a strategic and approachable manner.
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Posts (34)
Feb 4, 2026 ∙ 9 min
When Will Lower Mortgage Rates Usher in the Construction Recovery?
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 critical.
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Jan 14, 2026 ∙ 2 min
Economic Data Support a Fed Pause as Elevated Rates Extend into Early 2026
Economic data support a Fed pause as inflation stays elevated, labor markets cool, and interest rates remain higher into early 2026.
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Jan 9, 2026 ∙ 2 min
Labor Market Continues to Cool Without Cracking
December jobs data shows the labor market cooling without recession risk, reinforcing a Fed pause as attention shifts to inflation trends.
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Ed Sullivan
Economist
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