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Core Report | February 27, 2026

Consumer confidence rebounded in February after a sharp drop in January. The February Consumer Confidence Index came in at 91.2, up from an upwardly revised 89.0 in January.

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Core Report | February 20, 2026

After sliding throughout Q4, U.S. light vehicle assemblies rebounded slightly to start 2026. January light vehicle assemblies increased to a 9.601 million unit rate, up 1.2% from December and up a sharp 8.2% from the 8.871 million unit rate last January.

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Core Report | February 13, 2026

After slipping in September, seasonally adjusted construction spending regained its upward movement in October. October total construction spending came in at a $2.175 trillion rate, up 0.5% from September but down 1.0% compared to October 2024.

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Core Report | February 06, 2026

After slipping in September, seasonally adjusted construction spending regained its upward movement in October. October total construction spending came in at a $2.175 trillion rate, up 0.5% from September but down 1.0% compared to October 2024.

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Core Report | January 30, 2026

After slipping in September, seasonally adjusted construction spending regained its upward movement in October. October total construction spending came in at a $2.175 trillion rate, up 0.5% from September but down 1.0% compared to October 2024.

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Core Report | January 23, 2026

After slipping in September, seasonally adjusted construction spending regained its upward movement in October. October total construction spending came in at a $2.175 trillion rate, up 0.5% from September but down 1.0% compared to October 2024.

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Core Report | January 16, 2026

Sales of existing homes increased again in December, now up for the fourth consecutive month. Existing home sales came in at a 4.350 million unit rate, up 5.1% from November and were up 1.4% compared to the 4.290 million unit rate last December.

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Core Report | January 9, 2026

U.S. light vehicle sales saw a slight increase in December but were below year-ago levels for the third straight month. December light vehicle sales came in at a 15.9 million unit rate, up from the 15.8 million unit rate in November but down from the 16.9 million unit rate last December.

Chad Broyles
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Core Report | December 19, 2025

In the middle of the week, Nucor announced a minimum base price increase for galvanized steel products. The new minimum base price is now $1,050/ton ($52.50/cwt) for all producing mills, except CSI, where the minimum base price will be $1,100/ton ($55/cwt). Nucor cited modest inventory levels for galvanized steel products in the supply chain, increased production costs, as well as resilient demand – demand that is expected to strengthen with continued reshoring of manufacturing in 2026.