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Tag: Ed Sullivan

Sullivan Releases Summer Cement and Construction Outlook

Cement Optimized News

Construction-materials Economist Ed Sullivan, author of The Sullivan Report, said in his just-released Summer Outlook 2026 that the U.S. cement market has now declined three consecutive years, shedding more than 10 million metric tons since 2022.  Lower volumes have pulled clinker utilization down, reduced import reliance and moderated cement and concrete pricing. The causes are inflation’s pass-through to interest rates, erosion…

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Sullivan: March Data Weakens; Outlook Hinges on One Factor

Tanna Holzer

Recent economic data reflected a modest economic weakening of conditions in the context of elevated inflation, according to Construction Materials Economist Ed Sullivan. Consumer spending increased – but at a rate less than expected. As a result, inventories rose – sending a signal that future production may come in light. GDP for the fourth quarter was revised down from 0.7%…

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Alternative Mid-Year Economic Forecast Scenarios

Cement Optimized News

By Ed Sullivan All forecasts contain risk that can originate from the data used, the process of calculations, the assumptions, or a combination of each element. Indeed, an infinite number of alternative scenarios to the Baseline Scenario exists, and each materializes with even small changes in assumptions.

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Stagflation is Here: A Quick Review of What the Latest Economic Data Means

Cement Optimized News

By Ed Sullivan The latest economic data, on its surface, presents a stronger-than-expected economic picture. Headline GDP growth of 3% exceeded most expectations even in the context of slower consumer spending. Headline consumer confidence edged up, although the present situation index eased a bit. Inflation measured by the personal consumer expenditures came in at 2.8% year-over-year (Y-O-Y), a bit stronger…

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