Input costs

Policy 06.30.21

Tri Pointe CEO Doug Bauer On The Inflation Spectre And His Plan For That

A candid TBD one-on-one conversation with the top-20 ranked homebuilder's chief strategist, who believes 'politicized economics led to a bad recipe to stimulate the economy when they did.'

Building Tech & Products 06.03.21

Material Crisis Can Pivot Into Material Opportunity: Here's How

Choked off supply – like now, where at every turn, fatal-error bottlenecks, with temporary but indefinite timelines for restoration of normalized channel volume, clog visibility – can and will quell demand. Where's the opportunity?

Building Tech & Products 06.08.21

When Strategy Backfires: Producers' Role In Supply Shock

The time to de-risk forecasts for inflation impacts is now, given that the commodities crunch can pivot into consumer price stresses in the months ahead.

Building Tech & Products 06.01.21

Chain Reaction: How Will Builders Respond To Input Pressures?

Back-half margin compression looks likely as homebuilders absorb input cost spikes and hit selling price push-back.