To stay abreast of current trends and future forecasts, I follow many reports and analyses. Most recently, the Equipment Leasing & Finance Foundation’s September 2025 Monthly Confidence Index (MCI-EFI) indicates a continued, albeit slightly tempered, positive outlook for the equipment...

Jerome Powell’s late August speech at the Jackson Hole Symposium signals a potential shift in monetary policy that could significantly affect equipment financing for the building component industry. Powell’s remarks, which opened the door to a possible interest rate cut at the...

The recently enacted One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, marks a transformative moment for U.S. tax policy, particularly for capital-intensive sectors like building component manufacturing. This comprehensive legislation significantly expands Section 179...

The first half of this year ended with the U.S. economy showing a resilience that forecasters weren’t expecting. Solid growth in earnings and jobs, plus a rebound after the chaos of early tariff announcements, powered past the pessimism and steep market declines of April and helped the...

On/off tariffs, the pending hike in countervailing duties, and Section 232 National Security Investigation (which designates lumber as a “strategic good” on par with automobiles, steel, and aluminum) stalk the wood frame construction industry. Collectively and individually, these...

Encouraging data including a downtick in inflation and the prospect of interest rate cuts early in the year fueled optimism, bolstered by hopes of deregulation and the extension of tax cuts put into place during the first Trump presidency. Stocks rallied on hopes for a new era of positive growth...

Today, 93% of America’s new homes are built of wood-frame construction. If fully enacted, the implemented and pending tariffs will reduce lumber supply and trigger an increase in lumber price, resulting in a one–two punch for the wood-frame construction industry. As we once again...

We’re starting 2025 with reserved optimism. Investors, the markets, and the world at large are still reviewing, digesting, and anticipating the implications of the results of last year’s U.S. Presidential and Congressional elections. One year ago, analysts and economists still...

Heading into the last quarter of the year, the US economy sent out several strong signals that is remains resilient and robust. Third quarter inflation continued a downward trend, with annualized numbers beginning to approach the Central Bank’s target. But softening of the job market over...

Millions of dollars are being lost by many companies that don’t recognize they have a problem — Does your LBM company have more than $50 million combined sales? Quantified as a ratio of sales, according to Six Sigma case studies, the cost of poor quality, defined as waste,...