Non-residential construction Loading... : Investor Sentiment and Bull/Bear Views
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20:17
Sep 16
Sep 16
Higher rates hurt construction ex-data centers.
Outside the data-center buildout, the economy is not gangbusters; residential and non-residential construction are weak, and non-residential construction has been a drag on GDP for eight or nine quarters, with higher interest rates likely to make it worse.
MED
23:59
Jul 07
Jul 07
Data centers drive non-residential construction strength
Eric Basmajian says non-residential construction remains strong because data center demand is robust, which is why aggregate construction statistics still look okay despite extraordinarily weak residential construction. His construction-sector clients confirm that non-residential work is still strong, driven largely by data center projects from the large technology companies.
HIGH
About Non-residential construction Investor Commentary
Across the available history and selected sources, Buzzberg tracks Non-residential construction across 2 sources: 1 bullish vs 0 bearish calls from 2 authors. Historical directional balance: 50% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 2 total trade ideas tracked. Past 7 days, before deduplication: 1 other directions. Latest voices: Dan Greenhaus, Eric Basmajian.